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
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Family Finances
27
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • CIMA® Certified Investment Management Analyst®

Education

  • Bachelor of Science, University of Toledo 1988

Interests

  • Travel
  • Business and Investment Reading
  • UT Rocket Sports-season ticket holder for football and basketball-Go Rockets!
  • Tigers baseball, Red Wings hockey and Browns football fan
  • Spending time with my wife and 3 sons
  • Playing golf, cycling, running, strength training, working out, gardening

Community participation

Coach ("retired") Anthony Wayne Youth Soccer 12 years Whitehouse OH

Supporter YMCA-Century Club Donor

Supporter Oregon, OH Kiwanis Club

Supporter Monroe Street Neighborhood Center

Rocket Club member and Special Donor Status-University of Toledo

University College Board Member-University of Toledo

The Toledo Northwestern Ohio Food Bank Volunteer and Donor

Awards & recognition

  • Ameriprise Circle of Success, 2002 - 2016
  • Ameriprise Diamond Ring Qualifer, 2009
  • Better Business Bureau Accredited, 2001-2018

Who Am I?

I have 27 years experience helping individuals and families with their wealth management and financial planning goals. I am a product of Northwest Ohio, graduate of the University of Toledo and love my work. I am a family guy who enjoys travel, sports and a good workout at the gym. I enjoy the whole process of goal achievement and believe that people can benefit from having a financial coach to help them live the life they deserve to live.