Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Family Finances
  • Insurance
  • Saving for Education
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • The Ohio State University - The Max M. Fisher College of Business
  • BSBA 1988

Education

  • The Ohio State University

Interests

  • Spending time with my family
  • Supporting our children in their activities
  • I enjoy cooking great meals with my family and listening to music
  • I stay in shape by training for and participating in various charity triathlon/running events
  • I am from Cleveland, Ohio and graduated from THE Ohio State University. GO BUCKEYES!

Community participation

The Ohio State University Alumni Club of the Triangle

YMCA of The Triangle

North Carolina RoadRunners Club

National MS Society - Greater Carolinas Chapter

Cary High School IMP Club

The Heart of Cary Association

Professional associations

  • Cary Chamber of Commerce
  • The Ohio State University Alumni Club of The Triangle