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
23
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
  • Investments
  • Estate Planning Strategies

Education

  • Bachelor of Business (Business Finance) - 2001 Kent State University
  • Bachelor of Business (Computer Information Systems) - 2000 Kent State University

Awards & recognition

  • Ameriprise Circle of Success, 2018-2023

Your goals, my advice—winning combo

If you're seeking a financial advisor who combines experience and knowledge with a genuine commitment to your goals, look no further. I bring a robust understanding of investments, retirement planning, and insurance, coupled with a personalized approach that recognizes your unique financial needs. My dedication to building strong, trusting relationships is at the heart of everything I do.

Community participation

I currently coach my children's Kent Cyclones hockey teams.

  • Kent Cyclones Hockey

Interests

I enjoy coaching and playing hockey, and spending time with my family.