Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
32
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
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • M.B.A., 1992, Finance, Miami University, Oxford, OH
  • B.S., 1991, Finance, Miami University, Oxford, OH

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2023

Community participation

Council of Smaller Enterprises (COSE)

COSE is the region’s largest small business support organization and provides cost-effective group purchasing programs, advocacy on legislative and regulatory issues, networking and educational resources to help Northeast Ohio’s small businesses grow.

Interests

  • My children's cross country, basketball and baseball teams
  • Travel, fine dining and wines
  • Hiking, Bicycling
  • Reading
  • Photography

My photos

6 albums
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