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
36
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
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6
  • Series 7
  • Series 63
  • Life & Health

Education

  • Wright State University - Finance

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2019, 2022

Previous experience

  • Ameriprise Financial Services, LLC, 2023-
  • Cambridge Investment Research, Inc., 2006-2023
  • The Lincoln National Life Insurance Company, 2001-2006
  • American General Financial Advisors, Inc, 1997-2001
  • The Variable Annuity Marketing Company, 1988-2001

Time to DISH Out Favorites!

Favorite Place to eat locally?

I enjoy any of Jeff Ruby's establishments! They are always a special place.

What's your Brew?

My beverage of choice is to enjoy a Wellers Rye bourbon with a large cube of ice, sitting at the lake watching the sun fade over the horizon.

Favorite Family Recipe?

You can look at me and tell I love food but narrowing it down to one is difficult. My wife is a great cook, and she makes several dishes I enjoy. If I am cooking, it would have to be smoked pork ribs using my personal rub and homemade barbecue sauce. It takes about 7 hours to prepare and cook but it is worth it when you take that first bite.

Community participation

Community Strong works with local nonprofits and charities to strengthen our community. Our motto for our community outreach is to get involved, give back, and build up our community.

  • St Joseph Home
  • American Heart Association
  • Big Brothers Big Sisters
  • Women Helping Women
  • The Cure Starts Now
  • Operation Give Back
  • Wounded Warriors
  • Habitat for Humanity

Interests

I have been married to my wife, Rebecca, for 32 years and we have two girls Shelby and Mackenzie. I love to be outdoors either working in the yard or relaxing at the lake. Fishing and Hunting was part of my early years and continue them today just at a more moderate rate. My wife and I travel and have been to many wonderful places but my favorite place to date is Yellowstone which we have been there several times. My wife, I am sure, would pick Hawaii and I also enjoyed those trips as well, but Yellowstone is a special place.