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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Charitable Giving
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • * Series 7, 6, 63, 24
  • * State of Ohio Life Insurance, Health Insurance and Variable Annuity licensed


  • Chartered Retirement Planning Counselor, College of Financial Planning, 2007
  • Bachelor of Science, Finance, Franklin University, 1994
  • Bachelor of Science, Business Management, Franklin University, 1994
  • Associate of Science, Business Management, Franklin University, 1992


During my free time, I enjoy playing racquetball, traveling and boating with family and friends.