Advisor profile


My approach

It’s never too early to begin thinking about leaving a legacy. I provide my clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With my experience in estate planning strategies and our exclusive Confident Retirement® approach, I help guide my clients through their options and learn how decisions could impact their entire financial situation.

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA in Finance from Bowling Green State University

Interests

  • Spending family time with my wife, Julie and three children, Nicholas, Jacob & Ella
  • Boating and spending time outdoors
  • I am a life long Cleveland Browns fan

Community participation

  • Second Harvest Food Bank, Board member
  • Open Door Christian School, Board member
  • Providence Church, member

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2014-2017
  • Barron’s Top 1,200 Financial Advisors, 2014