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
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans


  • ChFC® Chartered Financial Consultant®


  • BS Bachelor of Science, Business, Indiana University, Bloomington, IN

Awards & recognition

  • Breakwater Advisors, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Previous experience

  • Financial Advisor - Financial Services Representative with Metlife Securities, 2015-2016
  • Financial Advisor - New England Securities, 2012-2015
  • Financial Advisor - UBS Financial Services, 2005 - 2009
  • Financial Advisor - LPL Financial, 2002 - 2005

Community participation

*Volunteer with Child Advocates

*Coach Youth Sports in Carmel, IN


Family, the capital markets, Notre Dame football, IU basketball, the Chicago Cubs, the Indianapolis Colts, teaching, coaching, traveling and any type of physical activity.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.