Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Insurance
  • Business Retirement Plans
  • Tax Planning Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Earlham College - Bachelor's of Arts

Interests

Three teenage children and their activities keep us busy. Baseball, tennis, volleyball, marching band, and drumline consume our evenings and weekends, and we love it.

Community participation

  • Past President - Decatur County Family YMCA
  • Proud member of the Greensburg Breakfast Optimist Club

Professional associations

  • Greensburg Breakfast Optimist Club

Previous experience

  • Hilliard Lyons - Financial Consultant and Stock Broker, 11 years

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.