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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2017 - 2018
  • Financial Times 400 Top Financial Advisers, 2018
  • Forbes Best-in-State Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2006 - 2017

Community participation

Supporter of Girls on the Run Northeast Indiana, a local nonprofit that works to empower 3rd-8th grade girls through health and fitness activities.

Supporter of Community Harvest Food Bank, a Feeding America partner that collects, sorts, and distributes food to those in need.

Supporter of Bosma Enterprises, a nonprofit organization that provides programs and services to the visually impaired.

Interests

  • I enjoy spending time with my wife and 2 children.
  • As an avid runner, I like competing in organized running events ranging from 5K races to Marathons to IronMan competitions.
  • I also find joy in cycling but have difficulty finding the time to go on long, scenic rides.
  • In my free time I relax by reading, especially biographies, and always seem to be in the middle of 2 or 3 books.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.