Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities

Education

  • University of Cincinnati

Interests

  • I enjoy playing golf and tennis
  • I enjoy horseback riding

Community participation

Thank you to friends and clients for donating toys to our second annual toy drive! We were able to collect a large amount of toys which United Ministries distributed to local families in need. Our team volunteered at United Ministries the week of Christmas, helping pass out toys, clothes and food for the holiday season.

If you or someone you know has questions about charitable giving or would like to volunteer with us, call our office to speak with an advisor or Charity Flynn .

Professional associations

  • CRPC (Chartered Retirement Planning Counselor)