My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

Interests

Family, Church, Sports

Community Participation

Fort Wayne Youth Soccer Coach

St. Joseph - St. Elizabeth School (SJSE) Basketball Coach, SJSE School Athletic Association Board Member

Community Harvest Food Bank - Feeding America Partner

Fort Wayne Civic Theatre Silver Sponsor

Executive Women's Golf Association Sponsor

Experience

? 23 ? 98 View scores
 
 
 

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Investments

Awards & Recognition

  • Ameriprise Circle of Success, 2008-2014

Qualifications

  • Master of Business Administration
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Masters of Business Administration, University of St. Francis, Fort Wayne, IN
  • Bachelor of Business Administration, University of St. Francis, Fort Wayne, IN

Professional Associations

  • 2006 Future 40 Award Recipient

Files for Download

My Photos(3 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.

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