Advisor profile


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27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • APMA® Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFA® Certified Military Financial Advisor®
  • MBA in Finance
  • APMA® Accredited Portfolio Management Advisor
  • CRPC® Chartered Retirement Planning Counselor

Education

  • Ohio Northern University, BSBA
  • Xavier University, MBA in Finance

Awards & recognition

  • Five Star Wealth Manager, 2012-2025
  • Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021 - 2023

Previous experience

  • Signator Investors Inc, 7/2000 - 7/2006
  • Financial Horizons Securities Corp., 7/1994 - 4/1995
  • Advest Inc, 8/1993 - 7/1994

Honored to receive industry recognition

I’m honored to announce I’ve received a 2025 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

  • Premier Health African American Wellness Walk - One Walk, All races this fall which helped raise over $30,000 to produce 1500 Covid 10 care kits for high risk areas in Dayton , OH
  • Coach of the Kings Men Knights Jr. High Lacrosse Team 2012-2015. The 2015 season we finished 14-4.
  • Coach 2010-2011 Kings Lady Knights Jr. High Lacrosse Team. Finished 2011 season undefeated - 14-0.
  • Former treasurer of both the Kings Local School District Levy and the Kings Athletics Booster Club (KABC).
  • Organized a Breast Cancer Awareness fundraiser with the Kings Knights Junior High Men's team and raised over $2,000 for this cause.

Interests

  • I enjoy football, wrestling, and lacrosse
  • I love to bike, water ski and jet ski