Advisor profile

Christian Worldview Focus

When it comes to managing your finances, you deserve a planning strategy that reflects your values and beliefs. As a Christian financial advisor and member of the Christian Financial Advisor Network, I offer guidance that helps you make wise decisions for your loved ones, your future, and your faith. While my approach is rooted in biblical principles, my passion is to serve people from all walks of life - helping individuals and families create a financial plan that brings peace, purpose, and lasting impact.

The views of employee and franchise networks are not necessarily the views of Ameriprise Financial.

21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Christian Financial Strategies
  • Charitable Giving
  • Family Finances
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Awards & recognition

  • Five Star Wealth Manager, 2024, 2023, 2022, 2021, 2020, 2016, 2015
  • Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

I served on the Lay Leadership Council as head of our worship ministry team for 6 years at Kankakee First Church of the Nazarene.

I volunteer locally and serve as Treasurer at the Center of Hope Food Pantry in Kankakee, contributing both my time and skills to help ensure families in our community have access to essential resources.

I volunteer with Zim Zam Global's One Meal program, helping pack nutritious meals to support communities around the world.

Interests

  • Spending time with my wife Roni and our Cavachon Max.
  • Any activity that involves my family which includes our 3 adult children.
  • Outdoor activities for all seasons.
  • Traveling and exploring new destinations and restaurants.
  • Visiting with family in South Korea.
  • Trying new restaurants and recipes with my wife.
  • Our first grandchild - sweet baby girl Tahlia arrived in August of 2021.
  • Volunteering at the Center of Hope food pantry in Kankakee.

My photos

2 albums
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