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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Qualifications

  • FINRA Series 7

Education

  • The Ohio State University, Max M. Fisher College of Business - BSBA

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2018, 2023
  • Ameriprise Client Experience Award, 2023

Previous experience

  • PNC Investments, 2003-2014
  • Merrill Lynch, 1996-2003

Community participation

Participate in local food bank drives.

Interests

I love music, sports of all kinds and spending time with my family.