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
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Family Finances
35
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