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

  • Family Finances
  • Intergenerational Planning
  • Employee Stock Options
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Member, Financial Planning Association
  • Bachelor of Science Degree
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • John Carroll University B.S. 1987

Interests

  • My wife and I enjoy living out in the country
  • Enjoy our vegetable garden spring through early winter
  • Games and cards with friends and family
  • Travel, tennis, golf & painting
  • Getting together weekly with our wally ball friends at the local YMCA

Community participation

Food donations to local food banks

Awards & recognition

  • Ameriprise Circle of Success, 2008-2014

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.