Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • 1999 BA, Eastern Kentucky University, Richmond KY
  • 2002 MA, Miami University, Oxford OH

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2015
  • Compound Private Wealth Group, Ameriprise Client Experience Award, 2021

Community participation

CityLink Volunteer (October 2013-Present)

Interests

  • Spending time with my wife and two kids, Brock and Leah
  • Watching sports – specifically, UK Wildcats!
  • Playing the drums, listening to music and going to concerts
  • Photography is a passion of mine - I just recently added a small photo studio to my home
  • I recently started doing Crossfit and in 2018 I completed my first Half Marathon and a Spartan race!

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.