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

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Family Finances
15
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
  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science in Accounting and Finance, University of Akron, Akron, Ohio

Interests

I love spending time with my wife Aimee and our twins, Jack and Grace.

My interests include:

  • Working out
  • Sporting Events
  • Hiking
  • Travelling
  • Dog Lover

Community participation