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
28
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
  • Charitable Giving

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2015
  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Financial Planning Association

Interests

Time with family is most important. I have two wonderful daughters that I enjoy watching grow. I'm an avid motorcyclist. I value the many friendships I have made through the years with fellow motorcyclists. I love to ride my bicycle on the local bike trail. I most especially love eating at the great places in Cincinnati. I'm a true fan of our town and the surrounding area.