My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I care and 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.

Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

Interests

  • Enjoy spending time at Indian Lake boating with family and friends.
  • As an OSU graduate I enjoy watching OSU athletics.
  • I enjoy traveling, especially to Negril, Jamaica.

Community Participation

  • Past President and current member of the Bluffton Lions Club
  • Member of Lima Family YMCA
19
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Saving for Education
  • Social Security Retirement Benefits

Education

  • Bachelor of Science Degree in Business Administration, The Ohio State University

My Videos(9 videos)

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