My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Writing, educating and mentoring
  • I enjoy boating with my wife Tara
  • I enjoy entertaining clients and prospective clients

Community Participation

  • President, Gibson County Council
  • Gibson County Sheriff's Pension Board
  • Historic New Harmony Board of Directors
  • Haubstadt Sommerfest, INC.

Experience

? 16 ? 95 View scores
 
 
 

Areas of Focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Qualifications

  • CFS®  Certified Fund Specialist
  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

  • B.A. English Literature, Wabash College Class of 2000

Files for Download

My Photos(2 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(2 videos) X