Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Estate Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • I am certified as a Business Financial Advisor.
  • CERTIFIED FINANCIAL PLANNER™ Received from the CFP Planning Board of Standards

Education

  • I received an AS in Mechanical Engineering from Stark State College in 1981.

Interests

  • My wife, Joan, and I enjoy spending time with our four children at our condo in North Myrtle Beach.
  • I enjoy playing competitive tennis in a USTA Tennis league sponsored by the Hall of Fame Tennis & Fitness Center.
  • I enjoy snow skiing especially at Copper Mountain, Colorado.

Community participation

  • Stark State College Alumni Hall of Fame, 2011
  • St. Paul's Catholic School Finance Committee, President 2006-2012, Member 2003-2012, N. Canton
  • Stark State College Alumni Advisory Council, President 2008-2014, Member 2002-2014, N. Canton OH
  • Stark State College Foundation Board of Directors, Member 2009-2014, N. Canton, OH
  • Jackson Township Rotary, International Service Director, Board of Directors 1997-2005, Canton, OH
  • St. James Place Homeowners Association, Treasurer 2003-2005, N. Canton, OH
  • Hoover High School Academic Booster Club Scholarship Award Donor 2006-2014, N. Canton, OH
  • Community Soccer Club, Coach 2005, N. Canton, OH

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2009, 2011-2013
  • Ameriprise Diamond Ring Award , 2012

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.