Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investment Management
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance


  • CRPC™ Chartered Retirement Planning Counselor™


  • B.S. Business, Wright State University 1997-2001

Awards & recognition

  • The Lowe Pfaff Group, Ameriprise Client Experience Award, 2021

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.


  • Spending time with my wife, and 2 Children: Anderson and Jack
  • Enjoy outdoor activities: Golf, Sporting Events, and Hiking
  • Participating in Community Projects and Local Charities