My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • Spending time with family
  • Health and Wellness
  • Travel
  • Boating

Community Participation

13
Years of Experience ?

Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Business Retirement Plans

Education

  • Bluffton University, BABA

Previous Experience

  • Citizens National Bank, 2000-2006
  • Americom Bank, 1998-1999

Files for Download

My Videos(2 videos)