Advisor profile

Our approach

At OnPointe Guiding Wealth, we strive to provide clients consistent and straightforward guidance, leading toward success in various areas of their financial life. A comprehensive and collaborative approach allows us to be ‘on point’ every step of the way, so clients can clearly focus on what is most important to them - leaving the details in our capable hands.

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
  • Ballet Indiana


  • I enjoy spending time with my family first and then finding time for myself.

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.