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

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Family Finances
  • Tax Planning Strategies
20
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®

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
  • In 2014 I successfully hiked the Grand Canyon from rim to rim

Awards & recognition

  • Ameriprise Circle of Success, 2010 - 2019
  • Forbes Best-in-State Wealth Advisors, 2019
  • Five Star Wealth Manager, 2012 - 2019
  • Premier Protection award, RiverSource Life Insurance Company, 2014