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
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Investment Management
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
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science, Accounting, 1983 University of Akron
  • Bachelor of Science, Finance, 1983 University of Akron

Interests

When not in the office, I enjoy traveling, boating and biking with my wife, Ellen. Also we enjoy cooking for family and friends.

Our children and grand children keep me busy as well.

In my personal down time I enjoy reading business related material and autobiographies. I also like listening to music. We take advantage of the free concerts offered all over the Akron/Canton area in the summer.