Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Retirement Income Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelors of Science (B.S.) in Materials Science and Engineering; Rutgers University

Interests

Hiking and exploring Ohio with my wife, two kids and pup!

Cheering on the N.Y. Knicks and Yankees.

Community participation

The Dayton Foodbank https://thefoodbankdayton.org/

Shoes 4 the Shoeless https://shoes4theshoeless.org/

Ronald McDonald House https://rmhcdayton.org/