Advisor profile


What you can expect when you work with me

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.

Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Charitable Giving
  • Saving for Education

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CAP® Chartered Advisor in Philanthropy®

Education

  • Miami University, Oxford, OH BA History & Political Science 1978

Community participation

I do my own hay charity to farm and horse rescue organization, am a lifetime member of the Bluecoats, and participate in charity with Miami University.

Interests

Giver to various Animal Protective and Humane Societies, Member Cleveland Zoological Society, Bluecoats Inc., Cleveland Classical Guitar Society. Amateur classical guitar player. Active Miami University alumni charitable giver. Member General Society of Mayflower Descendants.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.