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.

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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
  • Saving for Education
  • Estate Planning Strategies
  • Employee Stock Options
  • Charitable Giving
  • Family Finances
  • Domestic Partner Planning


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • Bachelor of Science, Kentucky Wesleyan College

Awards & recognition

  • Ameriprise Circle of Success, 2007-2022
  • Ameriprise Chairman's Advisory Council, 2014, 2016-2018
  • Ameriprise Circle of Success Diamond Ring, 2016

Professional associations

  • Financial Planning Association

Community participation

  • Newburgh Police Foundation


  • I thoroughly enjoy being a father. And am blessed with amazing children.
  • Travel: primarily beaches! And enjoy exploring new experiences and places.
  • Cooking!
  • Golf enthusiast.
  • Fishing.
  • Hiking
  • Biking.

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.