Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
28
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 - 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

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.