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
22
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

  • Five Star Wealth Manager, 2014-2017
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2012-2013
  • Ameriprise Client Experience Award, 2020

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.