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

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Investments
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MBA Master of Business Administration, Keller Graduate School, Columbus, Ohio

Education

  • Keller Graduate School - MBA - October 2011
  • DeVry University - Bachelor's in Finance Technical Management

Interests

I enjoy spending time with my kids and family.

Throughout the year there are many church events and festivals that I enjoy spending time at.

When Summer is almost over, that means Ohio State football is back, and one of my favorite times of the year.

Military history has always been a passion of mine, and I read as much as I can.

I've been a Rams fan for most of my life, when they were originally in LA, then to St. Louis, now back to LA. I will never forget how I felt when Kurt Warner took them to a title after being down for so long.

Community participation

Knights of Columbus

Participates in local food drives

Volunteer at my local church

  • Knights of Columbus

Awards & recognition

  • Five Star Wealth Manager, 2019-2021
  • Ameriprise Client Experience Award, 2021

Previous experience

  • US Bancorp Investments, 2011 - 2017
  • PNC Investments, 2009 - 2011

Honored to receive industry recognition.

I'm honored to announce that I've received the 2021 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 Professionals for the recognition.