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

  • 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
37
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.