Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Investments
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Ashland University - B.S.B.A. - Marketing, 1999

Interests

  • Spending time with family
  • Wood working
  • Playing Music
  • Grilling

Community participation

Knights of Columbus, Attica

YMCA Youth Coach, Bucyrus

Awards & recognition

  • Ameriprise Circle of Success, 2020

Professional associations

  • Financial Planning Association