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.
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.