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
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
  • Investment Management
  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning
  • Tax Planning Strategies

Education

  • B.A., Physics, Ohio State University, Columbus, Ohio
  • M.S., Space Systems Operations, Naval Postgraduate School, Monterey, California

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Interests

Family is important to me, raising kids with values and the tools to succeed and to make the world a better place. Running on the beach, hiking, camping, exploring, pushing the envelope, the family's "Adventurer's Club" experiences. One-on-one trips with my wife or the kids. Meaningful relationships, mindful living. Creating things - lawn/garden, devices. Repairing things - car, house, stuff "if mankind built it, it can be fixed". Aerospace, physics, problem solving - I like to know how things work, and how to make things work better. Math - I can do numbers. Environment - respecting that we live in a limited and enclosed world. Family.