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

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 3
  • Series 7
  • Series 8
  • Series 63

Education

  • Xavier University, BA, 1978

Interests

  • All things Soccer
  • Indy Car Racing
  • Traveling

Community participation

  • SPCA of Cincinnati
  • Soccer Coaching

Professional associations

  • Matthew 25: Ministries

Previous experience

  • Raymond James & Associates, Inc., 2/2013 - 9/2016
  • Morgan Keegan & Company, Inc., 8/2006 - 2/2013
  • UBS Financial Services Inc., 12/2001 - 8/2006
  • Salomon Smith Barney Inc., 7/1993 - 12/2001
  • Lehman Brothers Inc., 2/1988 -7/1993

Advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.