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
26
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
  • Investments
  • Retirement Plan Distribution
  • Military Financial Advisor
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Charitable Giving
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFA® Certified Military Financial Advisor®

Education

  • B.S. Accounting- University of Dayton

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Community participation

Volunteer for Junior Achievement Cleveland

CYO Youth Coach

i9 Youth Sports Coach

  • Sts. Joseph & John CYO Coach

Interests

Cleveland Sports

Running

Reading