Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts in Economics, The Ohio State University

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.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2014-2017
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2012-2013