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
  • Saving for Education
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
28
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

  • Wabash College, Crawfordsville, IN. Bachelor of Arts. 1992

Interests

  • I enjoy walks with my dog Oscar, a beagle-mix.
  • l love to play and compete in tennis; in the Greater Cincinnati Indoor Tennis Association, I captain a singles team and play on 2 doubles teams. I also enjoy playing on mixed doubles teams. This happens in the fall and spring. In the summer, I run 2 teams, a men's team and a mixed doubles team. Yes, it keeps me busy but I certanly enjoy it.
  • I am a fan of the Cincinnati Reds and the Cincinnati Bengals, and like many fans would like to see them do well in the playoffs. Both teams are long overdue.
  • I also enjoy bike riding on the Loveland Bike Trail.

Community participation

I am a past member and president of the Springdale Rotary Club. I am a Paul Harris Fellow.

I have participated in fund-raising for the Juvenile Diabetes Research Foundation, Special Olympics, and the City Gospel Mission. I tend to sponsor a Special Olympic Tennis Event at the Lindner Center each year and the Annual Fundraising Youth Banquet for the City Gospel Mission.

Awards & recognition

  • Five Star Wealth Manager, 2012-2017
  • Ameriprise Circle of Success, 2008, 2009, 2010, 2013, 2014