Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BSBA, Finance, The Ohio State University, Columbus, OH

Interests

  • Spending time with my wife and sons.
  • Coaching my son's soccer and baseball teams.
  • Attending Buckeye home football games.
  • I enjoy running, soccer, music, traveling, wine and the outdoors.

Community participation

Olentangy Youth Athletic Association and i9 Coach

Olentangy Patriots Little League Coach

Prince of Peace Lutheran Church; Council Member, Finance & Mutual Ministry Committees member

Wedgewood Place Homeowner's Association, President

TBDBITL Alumni Club, President 2013-2015

TBDBITL Alumni Club, Vice President 2011-2013

TBDBITL Alumni Club, Treasurer 2007-2011

  • The Best Damn Band In The Land - The Ohio State University Marching Band Alumni