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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Employee Stock Options
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

  • Bachelor of Arts, Economics, Hiram College, 1984-1988

Community participation

  • The Aultman Foundation - Economic Development Committee (www.aultmanfoundation.org)
  • Finance Committee- Canton for All People
  • Finance Committee- St Paul Catholic Church
  • President- Greenwich Place Home owner's Association

Interests

- Spending time with my wife our kids and our boxer

- Exercise

- Golf

- Bourbon and Wine Tastings

My photos

4 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.