Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

Qualifications

  • Series 3, Series 7, Series 63, Series 65

Education

  • University Of California, Santa Barbara
  • Bachelor's Degree, Mechanical Engineering, 1983

Awards & recognition

  • Ameriprise Circle of Success, 2010, 2012, 2013, 2014, 2015, 2016

Previous experience

  • Citigroup Global Markets Inc, 2001 - 2009
  • Morgan Stanley DW Inc, 1994 -2001
  • Dean Witter Reynolds Inc, 1992 - 1994

Community participation

Optimist Club - previous member
Meals on Wheels

Interests

  • I love to spend as much time with close family and friends.
  • I am an avid sports fan and love to attend Cincinnati Bengals football games as well as all sporting events.
  • I also love theatre and improv.