Advisor profile


My approach

As an Ameriprise Private Wealth advisor, I believe that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. I also believe that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

I have experience helping clients like you deal with the complexities of wealth. I work closely with you to explore the full range of opportunities your wealth can bring and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, I offer financial solutions that can help you:

    • Provide for future generations
    • Give to causes you care about
    • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something that a knowledgeable, experienced advisor who specializes in fulfilling the needs of wealthy clients like you can provide.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
27
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