Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Investments
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7

Interests

  • Spending time with family and friends.

Community participation

  • Board Member of the Union County Humane Society.
  • President of the FFA Alumni for Marysville High School.
  • Member of The Rotary Club of Union County
  • Member of the United Way YEAR(Youth, Education, Arts, and Recreation) Committee

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Rotary International - Marysville, OH

Previous experience

  • Financial Advisor, Edward Jones, 2009-2015
  • Senior Vice President, Director of Sales and Operations, The Huntington National Bank, 7 years
  • Vice President, JPMorgan Chase, 6 years