Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • MS, Natural Resource Policy, The Ohio State University, Columbus, OH
  • BS, Business Administration and Biology, Baldwin-Wallace College, Berea, OH

Interests

I enjoy spending time with my wife, Jennifer, my children Tasia and Jacob, my beagle Sally, and my cat, Ticker.

I also enjoy birdwatching, wine tasting, travel, and movies.

Awards & recognition

  • Ameriprise Circle of Success, 2005-2017
  • Five Star Wealth Manager, 2013-2018