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

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investments
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Small Business
  • Business Retirement Plans
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A. Liberal Arts/Environmental Studies, Northland College, Ashland, WI, 1977
  • B.S. Forestry, Michigan Technological University, Houghton, MI, 1979

Interests

Traveling, backpacking, fishing, juggling and wine tasting.

Community participation

Board Member, Northland College Board of Trustees

Past President, Piqua Community Foundation

Past President, Piqua Chamber of Commerce

Piqua Area United Way 2012 Campaign Chair

Past Chapter Chair, American Red Cross of the Northern Miami Valley. Winner of The Clara Barton Honor Award for Meritorious Volunteer Leadership.

Past President, Northland College Alumni Association

Awards & recognition

  • Better Business Bureau Accredited, 2010-2019
  • Ameriprise Circle of Success, 1997-2013
  • Ameriprise Diamond Ring Club, 2004
  • Ameriprise Hall of Fame, 2016

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.