Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Employee Stock Options
  • Retirement Planning Strategies
  • Investments
  • Tax 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℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

  • I enjoy spending time with my son, Gavin.
  • When I'm not in the office, I like to play golf.
  • I enjoy attending OSU football and Indians baseball games.

Community participation

  • Rotary International
  • Columbus Young Professionals

Professional associations

  • Worthington Rotary
  • Financial Planning Association