Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Military Financial Advisor
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Charitable Giving
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFA® Certified Military Financial Advisor®

Education

  • B.S. Accounting- University of Dayton

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Community participation

Volunteer for Junior Achievement Cleveland

CYO Youth Coach

i9 Youth Sports Coach

  • Sts. Joseph & John CYO Coach

Interests

Cleveland Sports

Running

Reading