My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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29
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
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving Strategies
  • Domestic Partner Planning

Education

  • Bachelors in Organ Performance - University of Evansville, Evansville, IN
  • Masters in Organ Performance - Eastman School of Music, Rochester, NY

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2022, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

I play organ and piano and have played in different churches and for many weddings. I'm currently taking a break but still enjoy music.

I like to cook and particularly like to expand my recipe repertoire. Good food eaten with good friends makes a very special evening.

I read novels or non-fiction. I'm particularly interested in science fiction, stories combining science fiction and historical figures, and non-fiction focused on science and its potential to help solve the world's problems.

My photos

1 albums
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