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
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
38
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

  • Ohio State University, BS Agricultural Economics
  • University of Illinois, Masters in Agricultural Economics

Interests

  • Home improvement projects
  • Ohio State Buckeyes
  • Family activities; e.g., youth soccer & football

Community participation

Philadelphia Lutheran Church - I volunteer throughout the year to help feed families in our community at Our Daily Bread.

Green Hills Retirement Community - I volunteer throughout the year to provide Sunday worship service for the retirement community.

Professional associations

  • Financial Planning Association