Advisor profile


What you can expect when you work with me

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.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Saving for Education

Qualifications

  • APMA® Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts in Economics, The Ohio State University

Awards & recognition

  • Envisage Wealth, Barron’s Top 250 Private Wealth Management Teams, 2024-2025
  • Envisage Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Envisage Wealth, Columbus Business First Best Places to Work, 2022-2023, 2025
  • Envisage Wealth, Investment News Best Places to Work for Financial Advisors , 2024-2025
  • Envisage Wealth, Ameriprise Client Experience Award, 2020-2023
  • Five Star Wealth Manager, 2014-2017

Community participation

Interests

  • I am a graduate of The Ohio State University and am proud of the life long friendships I made as a member of Phi Gamma Delta.
  • I am a retired Scioto Valley Rugby Football Club member.
  • My wife and I have two beautiful little girls and an amazing little boy!
  • We love taking our children to Lake Cumberland, KY during the summer.
  • My family and I are working on visiting National Parks during our Spring Breaks - currently sitting at 9 parks!

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.