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 Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
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
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA Law and Government 1983, Lafayette College
  • MBA 1991, Duke University - Fuqua School of Business

Interests

  • My experience volunteering with Honor Flight (a charitable organization honoring veterans) has been incredibly rewarding!
  • Ever since I was a boy, I've enjoyed fishing. The thing about fishing is that you're doing something--but not much! I love being outside in nature, testing my luck, and being fully present.
  • My parents shared their love of travel with us because its one of the best educations possible--can't thank them enough.

Community participation

  • Honor Flight Guardian/Volunteer
  • Member -Granville Historical Society Finance Committee
  • Member - Licking County Chamber of Commerce
  • Member - Granville Area Chamber of Commerce
  • Member - American Legion Veterans Service Organization

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2013-2018
  • Five Star Wealth Manager, 2013-2015

Previous experience

  • Region Manager, Baxter Healthcare, 1991-1994
  • Sales Representative, Baxter Healthcare, 1988-1991
  • Production Supervisor, Baxter Healthcare, 1987-1988
  • US Army/Field Artillery, Captain, 1983-1987