My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

Tennis, snow skiing, mountain climbing and reading motivational quotes.

Community Participation

Big Brothers/Big Sisters

A Kid Again

Dublin Chamber of Commerce

Past President of the Agonis Club

32
Years of Experience ?

Client Satisfaction 4.5 out of 5 rating based on 2 reviews 90.0

Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies

Professional Associations

  • Agonis Club
  • Boys and Girls Club
  • Dublin Chamber of Commerce

Previous Experience

  • AG Edwards, Financial Advisor & Vice President, Dublin, OH, 2003-2010
  • Robert W. Baird Investments, Financial Advisor, Columbus, OH, 1995-2003

My Videos(5 videos)

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