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

  • Sustainable and Responsible Investing
  • Investments
  • Investment Management
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

  • Capital University, Columbus OH BA -Accounting

Interests

Disk Golf - Enjoying playing with my sons

Community participation

Previous experience

  • Wells Fargo Advisors, Vice President Financial Advsior, 2007-2017
  • Merrill Lynch, Vice President Financial Advisor, 2001-2007
  • Keebler Foods, Regional Manager, 1996-1999