Advisor profile

What you can expect when you work with me

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.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution


  • AAMS™ Accredited Asset Management Specialist™


  • Ashland University, Masters, Administration, 1997-1999
  • Baldwin-Wallace College, BS, Business Administration, 1986-1990

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Community participation

  • The Kiwanis Club of Medina


  • Golfing
  • Cleveland Sports teams
  • OSU Buckeyes
  • Reading
  • Spending time with my family