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

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 General Securities Representative License
  • Life, Accident and Health, and Variable Products Insurance License

Education

  • B.S. in Business 1978 from Miami University, Oxford, Ohio

Interests

  • Traveling. Over the years, I have chaperoned youth tours through France, Belgium, Germany and Italy and traveled throughout much of the U.S. and Caribbean.
  • Gardening. Working in my yard brings me a lot of satisfaction-its great to be outside!

Community participation

Member - Licking County Chamber of Commerce

Member - Granville Area Chamber of Commerce

Donor - Pelotonia

Donor - Healing Arts Mission

Sponsor - Licking County Coalition of Care Poverty Relief Partnership