My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Community Participation

  • Golden Retriever Rescue and Adoption of Needy Dogs
  • www.grrand.org
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

  • https://militaryfriendly.com/
30
Years of Experience ?

Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Family Finances
  • Saving for Education

Awards & Recognition

  • Ameriprise Circle of Success, 2005-2017
  • Five Star Wealth Manager, 2012-2017
  • Better Business Bureau Accredited, 2006-2017

Professional Associations

  • Fairfield Chamber of Commerce http://fairfieldchamber.com/
  • Better Business Bureau http://cincinnati.bbb.org

Files for Download

My Videos(4 videos)

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