About My Practice
A Unique and Disciplined Approach:
Whether it's a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a road map that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.
Awards and Recognitions:Stark State College Alumni Hall of Fame, 2011
Ameriprise Client Satisfaction Survey Score: 90, 2010
Ameriprise Circle of Success, 1996-2000, 2002-2004, 2006, 2007, 2009, 2011
Ameriprise Mercury Award, 1994
1994 to present, Financial Advisor, Ameriprise Financial Advisor, Inc., Canton OH
1981-1993, Member of Technical Staff-Engineer, Sandia National Laboratories, Albuquerque, NM
CERTIFIED FINANCIAL PLANNER™ Received from the CFP Planning Board of Standards
Chartered Financial Consultant™ Received from The American College.
Chartered Life Underwriter™ Received from The American College.
ASME 1981, Stark State College, N Canton, OH
St. Paul Catholic School Finance Committee, President since 2006, Member since 2003, N Canton
Stark State College, Alumni Advisory Council, President since 2008, Member since 2002, N Canton
Stark State College Foundation Board of Directors, Member since 2009, N Canton
Jackson Township Rotary, International Service Director, Board of Directors 1997-2005, Canton
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Chartered Life Underwriter (CLU®)
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.