Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 66

Education

  • BA | University of Dayton | 1993

Interests

  • Skiing
  • Golf

Community participation

Umbrella Club | President

Previous experience

  • WELLS FARGO, 2009-2020
  • CITIGROUP GLOBAL MARKETS, 2002-2009
  • UBS PAINEWEBBER, 2000-2002