Advisor profile


My approach

  • I have proudly been a financial advisor with 1 firm, Ameriprise Financial LLC, for my entire 26 year career.
  • My team and I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments, tax minimization, or intergenerational wealth planning. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Intergenerational Planning
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®

Education

  • Bowling Green State University, B.S.B.A. Marketing and International Business

Interests

  • I love spending time with my wife, Lauren, and our son's Luke and Harrison.
  • Luke will be attending The Ohio State University this Fall.
  • Harrison is taking golf lessons, loves swimming, and tending to our garden.
  • We enjoy traveling and spending time outdoors.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.