Advisor profile


Our Approach

We take great satisfaction in helping guide our clients toward the freedom that financial strength and contentment can bring. As Christian financial advisors with deeply held values and beliefs, our work and desire to serve our clients is rooted in the timeless wisdom found in Biblical principles.

Over the past 25 years we have worked with and helped people just like you gain clarity, confidence and understanding of their finances.

Here’s how we do it:

Connect - Schedule an appointment

Collaborate - We will collectively look at your situation

Carry-out - Together we will develop a plan to help you get you where you want to go

Transparency is a key value of ours. It is important for you to understand how we are compensated.

If you are unsure of what next steps to take, let’s find a time to discuss your situation.

  1. Ameriprise Financial provides financial services without regard to religious affiliations or cultural background.
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Small Business
  • Tax Planning Strategies
  • Christian Financial Strategies
  • Charitable Giving
  • Wealth Preservation Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Lake Forest College, Bachelor of Arts 2000

Awards & recognition

  • Embassy Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2022 and 2023
  • Embassy Wealth Advisors, Ameriprise Client Experience Award, 2020-2024

Community participation

Legacy Leadership Forums: Board President

Chesterton Wrestling Club: Board Member and volunteer coach

Chesterton Pop Warner Little Scholars: Volunteer coach

Interests

Strong personal relationships, meaningful work, creativity and achievement shape who I am and describe clients that enjoy working with me. Involvement in our church, sports and local service clubs allow me to do valuable work in the community as well as helping clients achieve success in their goals through my work. Serving locally is a way I continue to grow and foster a spirit of generosity.

We love to be active and outdoors whether at our home, with friends or in the beautiful lakeshore and woodlands we enjoy near Chesterton. It creates the perfect environment for us to spend the good results of our work with people we love and enjoy.