The Lake Group

My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

(1) Covering essential expenses
(2) Ensuring your lifestyle
(3) Preparing for the unexpected
(4) Leaving a legacy
And I’ll help you make adjustments as needed so you can retire on your terms.

Interests
It is wonderful to spend this time with close family and friends. In my down time I'll play tennis and golf. I believe it's very important for each of us to have a healthy balance between our work and personal lives. Especially in this fast paced world we live in today

Community Participation
Board of Director's; Breaking Free Therapeutic Riding Center for Children with Special Needs, Norwich, OH
Assistant Head Coach, Xenia High School Girl's Tennis
Breaking Free TRC, LLC.

Areas of Focus
Retirement Planning Strategies
Investments
Wealth Preservation Strategies
Retirement Income Strategies
Insurance

Experience
Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CRPC® Chartered Retirement Planning CounselorSM

Education
Wright State University, Bachelor of Science in Business

Professional Associations
Financial Planning Association
Wright State University Alumni Association
Miami Valley Down Syndrome Association

Working Together
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals


I am licensed and registered to conduct business in OH.
Based on licenses and registrations I hold, I may also conduct business in CO, IN, TX, FL, CA, NY, AZ, KY, VA, NJ.

SEE IMPORTANT DISCLOSURES: Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.