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
  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Investments
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66

Education

  • Bachelor of Arts, Religion, Mount Vernon Nazarene University, Mt. Vernon, OH
  • Master of Arts, Theological Studies, Nazarene Theological Seminary, Kansas City, MO

Interests

I enjoy spending time with my beautiful wife and daughter, watching Cincinnati Bengals football, Cincinnati Reds baseball, and playing slow-pitch softball. I like to find time for 18 holes when my schedule allows, but with a toddler running around the house, those opportunities are not as frequent as in the past (and it shows on my scorecard!). My wife and I also enjoy dinner out with friends and family, as well as catching a movie on the big screen. We enjoy vacations in the mountains and on the beach, and my ideal day of relaxation always involves a great espionage novel.

Community participation

  • GETDOT Cincinnati
  • Journey Church of the Nazarene
  • Cincinnati Urban Promise

Professional associations

  • GETDOT Cincinnati

Previous experience

  • Financial Advisor, Morgan Stanley, 2011-2016, Cincinnati, OH
  • Minister, Church of the Nazarene, 1998-2010

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.