Advisor profile


My approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Christian Financial Strategies
  • Estate Planning Strategies
  • Small Business
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

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

Community participation

New Castle YMCA youth volunteer

Assistant coach for youth softball

Member of Word of Life Family Church

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.