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

  • 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(8 videos)

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