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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Plan Counselor, CRPC

Education

  • 2000 - The Ohio State University, Bachelor of Science in Human Ecology
  • Specialty, Family Financial Planning

Interests

  • I enjoy spending time with my wife, Katie, and my two kids, Will and Lila.
  • We all love spending time with our golden doodle named Sully.
  • I enjoy coaching my son's basketball and golf team, and also my daughter's basketball team.
  • I love staying active by playing tennis and golfing whenever possible.

Community participation

  • Salvation Army Volunteer
  • Ronald McDonald House Volunteer
  • Supply Distribution Committee Chair for The Memorial Tournament. I work to ensure that all supplies needed throughout The Memorial Tournament are distributed in an efficient and organized manner through leading a group of active and energetic volunteers.

Awards & recognition

  • Protect. Grow, Give. Riversource Life Insurance Company, 2012,2013