My Approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Interests

My interests include cruising the country side on my motorcycle, fishing and hunting (mostly boar hunting), and the occasional round of golf. I also love to cook the perfect meal on the grill and enjoy it with family and friends.

Community Participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Experience

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Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Women's Financial Strategies
  • Investment Management

Previous Experience

  • Region Investment Manager, Liberty Savings Bank, Dayton OH, 2004-2011
  • Financial Advisor, Merrill Lynch, Dayton OH, 2002-2004

Files for Download

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