Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • 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,

Awards & recognition

  • Great Lakes Advisor Group, Ameriprise Client Experience Award, 2020-2021
  • Great Lakes Advisor Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Professional associations

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

Community participation

  • Canton Chamber of Commerce
  • March of Dimes

Interests

  • I am a huge sports fan. In the summer you may see me at a Cleveland Guardians 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 a recent trip to Ireland, Alaskan cruise as well as a trip to Southern Spain and Africa.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.