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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Christian Financial Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Small Business
  • Insurance
  • Saving for Education
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CKA® Certified Kingdom Advisor®

Education

  • Wright State University, Dayton, OH; BS Financial Services

Community participation

New Castle YMCA youth volunteer

Assistant coach for youth softball

Member of Word of Life Family Church

Interests

  • Enjoy spending time with family & friends
  • Providing assistance with my girls softball teams
  • Spending time in the mountains at Hidden Valley, PA
  • Enjoy playing basketball, skiing, playing catch with my girls
  • Spending time with Church activities and youth group

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.