Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Bachelor's of Business Administration, University of Toledo, Toledo, Ohio

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Financial Advisor, Raymond James, 2006-2019, Bellevue, OH, 2006-2019

Community participation

I currently serve on the board of directors for the following non-profit organizations:

  • Bellevue Rotary Service Foundation
  • Bellevue United Selective Fund
  • The Bellevue Hospital Foundation
  • The Willows of Bellevue Community Advisory Board