Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Saving for Education
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • The University of Akron, BSBA Finance

Interests

  • Family first - my better half Amber takes care of our 3 amazing kids: Grace, Jason and Genna
  • Actively involved with the Medina United Methodist Church
  • Coaching the kids activities and staying involved with their busy schedules
  • Staying active by mountain biking, skiing, men's league hockey and sporting clays
  • Huge Ohio State Buckeye fan!

Community participation

  • American Diabetes Association
  • American Heart Association
  • AkronNABSE
  • Habitat for Humanity
  • United Way
  • The University of Akron Alumni Association

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2012, 2014, 2016, 2017, 2018, 2019, 2020, 2021

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.