Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Masters of Business Administration, Kent State University

Education

  • B.S., Accounting-University of Dayton
  • M.B.A.-Kent State University

Interests

In my free time, I enjoy playing golf and spending time with my family.

Community participation

  • Stark Metro Housing Authority- Board of Commissioners
  • Treasurer and Trustee, Faith United Christian Church
  • Leadership Stark County Alumni Association
  • Phi Beta Sigma Endowment Chair- University of Akron