Advisor profile


Personalized advice to help you achieve your goals

I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. 

How to get started

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Family Finances
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC - Chartered Retirement Planning Councelor
  • Series 7, 9, 10, 23, 66 Security Licenses through Finra

Education

  • Bachelor of Business Administration, Kent State University, Kent, Ohio
  • Chartered Retirment Planning Counselor, College for Financial Planning, Denver,

Interests

  • I am a huge sports fan. In the summer you may see me at a Cleveland Indians game, and in the winter I will be pulling for the Cleveland Browns and Cleveland Cavaliers.
  • My family and I enjoy boating, fishing and the outdoors. We live on Myers Lake in Canton, Ohio and try to spend a lot of time on the lake in the summer.
  • When I get the chance, I also enjoy traveling. Some of my of the highlights for me have been an Alaskan cruise as well as a trip to Southern Spain and Africa.

Community participation

  • Canton Chamber of Commerce
  • March of Dimes

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • City of Canton Chamber of Commerce
  • Kent State University Alumni