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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts from Williams College, Williamstown, Massachusetts

Interests

  • Biking
  • Golf
  • Tennis

Community participation

  • Dublin Worthington Ohio Rotary Club: Ex Trustee
  • ShelterBox Response Team member
  • Greater Columbus Arts Council : Ex Trustee
  • Athletic Club of Columbus
  • Madison County Chamber of Commerce
  • Financial Executives International (FEI): Ex Trustee Local Chapter
  • Big Brothers Big Sisters

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2016, 2017, 2018 & 2019
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Financial Executives International (FEI)
  • Member of Professional Council at Columbus Foundation
  • Five Star Wealth Manager
  • The Catholic Foundation

Previous experience

  • Financial Advisor, Stifel, Nicolaus & Company Dublin, OH, 2005-2012
  • Financial Advisor, UBS Financial Services Inc. Columbus, OH, 2003-2004
  • Corporate Treasurer, Borden Chemical, Inc. Columbus, OH, 1995-2001
  • Latin America Treasury Director, Alba Quimica Ind E Com Ltda, Sao Paulo, Brazil, 1991-1995
  • Manager International Treasury, Borden Inc. New York City, NY, 1985-1991