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

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Family Finances
  • Tax Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • ChFC® Chartered Financial Consultant®
  • BFA™ Behavioral Financial Advisor™

Education

  • Bachelor of Science Degree--Finance, Miami University, 1999

Interests

  • I love spending time with my wife and our three children - Olivia, Will & Jack
  • I enjoy reading, movies and going to concerts
  • I am very active in my free time - I enjoy CrossFit and completed the Spartan Race Trifecta in 2016, 2017, 2018 & 2019

Awards & recognition

  • Ameriprise Circle of Success, 2010 - 2021
  • Forbes Best-in-State Wealth Advisors, 2019, 2021 - 2022
  • Five Star Wealth Manager, 2012 - 2021
  • Grisak and Associates, Ameriprise Client Experience Award, 2021
  • Premier Protection award, RiverSource Life Insurance Company, 2014

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2022 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.