Advisor profile


My approach

I am a private wealth advisor who works primarily with successful executives, professionals, and business owners to simplify their financial lives and help them act towards achieving their dreams through a comprehensive approach to financial planning.

I guide clients to:

  • Make more informed decisions about money.
  • Identify how to best utilize stock options in their financial plan or retirement plan.
  • Understand all the stages of building wealth.
  • Identify the income level needed to sustain the lifestyle they deserve now and in retirement.
  • Build a legacy for loved ones and charitable organizations.

My mission as a Private Wealth Advisor is to help people make informed decisions, so that they feel financially independent as life changes. I want my team and I want to be the most valued financial resource for our clients and the people they care about.

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Charitable Giving
  • Small Business
  • Business Retirement Plans
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CMFA® Certified Military Financial Advisor®

Education

  • BA Bachelor of Arts, Bowling Green State University, 2000

Awards & recognition

  • Traction Wealth Advisors, Ameriprise Client Experience Award, 2020,2021,2022

Community participation

  • The Rotary Club of Westerville Sunrise - member since 8/2011 - Paul Harris + 4
  • Columbus Curling Club - Board Member - Level 1 curling instructor - little tykes coach and volunteer instructor
  • Field of Heroes - Committee Member and Volunteer
  • Chilly Open - Steering Committee Member and Volunteer
  • Westerville Area Resource Ministry (WARM) - Volunteer
  • Leadership Westerville graduate 2019-2020
  • Westerville Area Chamber member

Interests

I enjoy spending time with my wife Melissa and children Derrick and Drew. I strive to give back to our community in Westerville through servant leadership and involve my family whenever possible. We like to travel and look forward to planning out next trip.
I'm an avid Columbus Blue Jackets, Cleveland Browns/Indians and OSU/BGSU fan. I started curling while attending BGSU and now participate in local leagues, teach youth curling and learn to curl clinics. I own a 1969 Firebird and attend car shows around Columbus. Say hello and join me if you have a classic car.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.