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

  • 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
12
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, 2019-2020

Previous experience

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