My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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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.

Areas of Focus

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

Experience

14
95 View scores
 
 
 

Qualifications

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

Education

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

My Videos

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My PhotosShow Thumbnails

My wife and I at an event at Skybar in Los Angeles

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.