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

  • Tax Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies
34
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

Interests

Time spent with my family is “One of life's greatest gifts!” I am blessed to be the father of three amazing children. As they have grown to become young adults, I look for opportunities to spend as much time with them as possible, given my full range of client service commitments. I also believe that it is important to participate in the community and help to make the world a better place. With that in mind, I support organizations such as Catholic Health Services, Center for Jewish History, Leukemia & Lymphoma Society, Telecare TV and Face of America Ride. My remaining downtime is reserved for golf, downhill skiing, boating, and water sports

Community participation

I apply my deep love of helping other people in my professional career and take great pleasure in volunteering my time with Columbus Citizens Foundation College Scholorship Committee, Catholic Health Services, Center for Jewish History, The Thomas Hartman Fundation for Parkinson's Research, The Leukemia and Lymphoma Socitety and TeleCare TV.