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
  • Investments
  • Wealth Preservation Strategies
26
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S. Finance and B.B.A Economics - St. Bonaventure University

Interests

  • I enjoy spending time with my family, reading, and travel.
  • Enjoy a wide array of sports including downhill skiing.

Community participation

I am active in the community of St. Paul Parish and St. Paul School in Westerville Ohio. I enjoy volunteering at St. Paul School.

Named to the Advisory Board of St. Paul School - Westerville, OH.

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2012-2019
  • Five Star Wealth Manager, 2014
  • Ameriprise Financial Diamond Ring, 2016