Advisor profile


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

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Intergenerational Planning
  • Charitable Giving
  • Executive Compensation and Benefit Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 4
  • Series 53
  • Series 66
  • Life, Health and Variable Annuity Insurance License

Education

  • University of Cincinnati, BS, Economics
  • Xavier University, MBA, Executive MBA Program

Awards & recognition

  • Fidant Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024
  • Fidant Wealth Partners, Ameriprise Client Experience Award, 2021,2023

Previous experience

  • Managing Partner, Little Dutch Trading Company, 2003-Present, Cincinnati, OH
  • Chief Administrative Officer and Senior Vice President, Huntington Investment Company, 2014-2015, Midwest
  • Vice President, Lincoln Investment, 2011-2013, Cincinnati, OH
  • Chief Marketing Officer, Great American Advisor, 2008-2010, Cincinnati, OH
  • Global Business Development Executive, Cincom Systems, 2005-2008, Cincinnati, OH

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Fidant Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

Giving back to the community is very important to me. I am very active with a few groups, while supporting many different causes and attending many events throughout the year.

  • Children’s Dyslexia Centers
  • Ancient and Accepted Scottish Rite
  • Juvenile Diabetes Research Foundation

Interests

  • I am very active around Cincinnati in the arts, entertainment and food scene
  • Travel, hiking, biking, running and other outdoor activities that do not include jumping from planes
  • Spending time with family and friends: watching my budding actors perform

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.