My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • M.B.A., 1992, Finance, Miami University, Oxford, OH
  • B.S., 1991, Finance, Miami University, Oxford, OH

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Council of Smaller Enterprises (COSE)

COSE is the region’s largest small business support organization and provides cost-effective group purchasing programs, advocacy on legislative and regulatory issues, networking and educational resources to help Northeast Ohio’s small businesses grow.

Interests

  • Travel, fine dining and wines
  • Hiking, Bicycling
  • Reading
  • Photography