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

  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Insurance
35
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

  • BBA, The Ohio University, Athens, OH - 1982, Accounting
  • MBA, The Ohio University, Athens, OH - 1984

Interests

I'm a native Daytonian, married to Karen for 29 years with four daughters, Kaitlin, Korinne, Brooke and Ava. My interests include playing basketball, swimming, biking and tennis. I'm an avid sports fan, especially when it comes to the Boston Red Sox and the Ohio State Buckeyes.

Awards & recognition

  • Ameriprise Hall of Fame, 2003
  • Ameriprise Circle of Success, 2002 - 2015
  • Ameriprise Chairman's Advisory Council, 2009