Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Charitable Giving
  • Employee Stock Options
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

  • •BS Bachelor of Science Bowling Green State University

Awards & recognition

  • Five Star Wealth Manager, 2012-2014, 2016-2017, 2019-2020

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc., 02/25/2005 to Present
  • Vice President Investments, Wachovia Securities LLC, 09/01/1990 - 02/25/2005
  • Financial Advisor, Boettcher & Company, 11/01/1989-09/01/1990
  • Financial Advisor, Paine Webber, 07/01/1986 - 11/01/1989

Community participation

Participant Ameriprise National Day of Giving

Volunteer at Harvestors

Coached Youth Soccer

Interests

  • I relax with my family on our boat and on the golf course.
  • I like to meet people and be active in my community.

My photos

5 albums
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