Team profile


Build confidence in your financial future

 Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Community participation

Ameriprise National Day of Service, Toledo Seagate Food Bank of Northwest Ohio, 2012

Ameriprise National Day of Service, Toledo Northwestern Ohio Food Bank, 2013

Defiance Chamber of Commerce member

EPIC Toledo

Toledo Estate Planning Council

American Cancer Society