Advisor profile

What you can expect when you work with me

My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2015
  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Financial Planning Association

Interests

Time with family is most important. I have two wonderful daughters that I enjoy watching grow. I'm an avid motorcyclist. I value the many friendships I have made through the years with fellow motorcyclists. I love to ride my bicycle on the local bike trail. I most especially love eating at the great places in Cincinnati. I'm a true fan of our town and the surrounding area.