My Approach

I provided my clients with the support they need to identify their goals and develop sound plans for their financial futures. My clients say they feel more secure knowing I am supported by other professionals at Ameriprise Financial, a company that has more than 115 years of history. The professionals at Ameriprise specialize in everything from retirement and tax planning strategies to insurance and asset management. I have the resources I need to support your financial needs throughout your life.

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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

Areas of Focus

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

Experience

21
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Awards & Recognition

  • Ameriprise Circle of Success, 2008-2012

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

My Videos

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My Photos Show Thumbnails

My proud family with our eldest daughter, Adelaide, who graduated from Bishop Luers High School in 2014.

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.