My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.



  • Running: I grew up as a swimmer and a water polo player. A few years ago I started running (jogging and walking). This year I am preparing to run my 2nd full marathon in the fall of 2015.
  • Tennis: My wife and I both enjoy USTA singles and doubles. This year I captained two teams while playing some.
  • Movies: My wife and I are cinema buffs and enjoy date nights at the theatre.
  • Extras: I also like to camp, swim, pilates exercises, and lift weights when I can find the time.

Community Participation

Chaplain Ministry Services at Deep Meadow Correctional Facility

  • Financial Peace University church coordinator at church

Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies


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Awards & Recognition

  • FIVE STAR Wealth Manager1, 2014


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  • B.A. Political Science, University of Richmond, VA
  • M.Div., Theology, Covenant Theological Seminary, St. Louis, MO

My Videos

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    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


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    Home is where the heart is

    A client is able to continue her lifestyle after the unexpected death of her husband thanks to life insurance.



My PhotosShow Thumbnails

Visiting the Flight 93 National Memorial Park on 9-11
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.