Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
41
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

Interests

  • Avid gardener and cook. Looking to learn more about smoking meats.
  • Began studying martial arts at age 16.
  • Began studying the Japanese martial art of Aikido over 23 years ago.
  • Currently a San Dan (Third Degree Black Belt) instructor at Aikido of Cincinnati.

Community participation

Past Chairman for 5 years for the Annual Plant, Herb and Hosta Sale for the Civic Garden Center of Cincinnati. Currently, Treasurer and on the Board of Directors of a local non-profit organization.

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2012 - 2013, 2015 - 2017
  • Ameriprise Circle of Success, 2007

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.