Advisor profile


My approach

I work as a financial advisor primarily with successful executives, professionals and business owners to simplify their financial lives and help them take action towards achieving their dreams through a comprehensive approach to financial planning.

I guide clients by:

· Helping them to make more informed decisions about their money.

· Helping them identify the income level they need to sustain the lifestyle they deserve now and in retirement.

· Leading them through the stages of wealth building.

· Working with them to build a legacy for the ones they love and the causes they care about.

I strive to be the first phone call should clients have a question on anything financial. I want to be your primary financial advisor. 

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.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Small Business
  • Business Retirement Plans
  • Saving for Education
  • Estate Planning Strategies
18
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

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

Community participation

Member of The Rotary Club of Westerville Sunrise

Field of Heroes - Committee Member and Volunteer

Chilly Open - Committee Member and Volunteer

Westerville Area Resource Ministry (WARM) - Volunteer

Leadership Westerville graduate