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

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies
20
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

Education

  • BA Bachelor of Arts--Muskingum College, New Concord, OH

Interests

  • My wife Molly (married in '00) and our 3 wonderful children, Reece ('05), Isabel ('07), & Ryan ('11)
  • Outdoor sports/activities
  • Travel to new locations

Community participation

  • Spring Hills Church--Granville, OH
  • The V Foundation for Cancer Research
  • Susan G. Komen--Race for the Cure
  • Habitat for Humanity