As a veteran financial advisor in the Ashland/Tri-State area, it's important for me to begin with understanding what's most important to you and your family. Next, we'll develop an understanding of the level of risk you're comfortable with investing so we can balance it with the steps necessary to reach your long-term goals.

I know that a personalized service is essential for determining the right financial services and products for you. Whether your current goals involve purchasing a new home, financing a college education or planning for retirement years, we will work together to develop detailed strategies to help you achieve your goals. We will also monitor your progress along the way to help ensure you stay on track or determine if any adjustments need to be made. Throughout it all, Kristina and I are dedicated to providing you top-notch client centered service.

But we're not alone. Our office is supported by thousands of knowledgeable people and ever-advancing technology to help use ensure you receive current and comprehensive guidance. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

If you have questions about your current plan or about specific financial products, contact us. Kristina will set up a time for us to meet to review your needs and address any questions you may have. Working together, we will create a plan to help meet your financial goals.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Soccer
  • Sports Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More