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.

Interests

  • Snowboarding/Skiing
  • Hiking, Camping
  • Rugby

Community Participation

Boulder Rugby Athletic Club

Denison University Alumni

11
Years of Experience ?

Areas of Focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits

Education

  • Bachelor of Arts, Economics, Denison University, Granville, Ohio

Files for Download

My Videos(8 videos)

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