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

  • Family Finances
  • Small Business
  • Investments
  • Tax Planning Strategies
  • Employee Stock Options
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPS® Chartered Retirement Plans Specialist℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • Bowling Green State University 1988-1991

Interests

  • I love spending time with my Family
  • I am very committed to community participation
  • Golf
  • Hiking
  • Camping
  • Fishing
  • Skiing
  • Boating

Community participation

I became involved with College Bound because I believe in helping promising students from economically disadvantaged backgrounds to achieve successful careers.

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Professional associations

  • Bowling Green State University Alumni Association

Previous experience

  • Financial Advisor, Ameriprise Financial, 2019 -Current, Clayton MO 63105
  • Financial Advisor, Morgan Stanley Private Bank, 01/2015 - 06/07/2019
  • Financial Advisor, Morgan Stanley Smith Barney, 08/2010 -06/07/2019
  • Controller/Finance Director, Midwest Employers Casualty, 01/1999 - 08/2010