Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
22
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

  • Murray State University, 1995; Bachelor of Business - Area- Management-Murray, Ky

Interests

  • Christy and I have four children - Davis, Isaac, Nora and Leela. My wife was born and raised in Henderson, KY and is also a Certified Financial Planner and is an instructor at our local YMCA. I was raised in Newburgh, IN where my parents, brother, nieces and nephews still reside.
  • I have a tremendous love and appreciate for the outdoors. Combining my passions of family, fitness and outdoors are part of my ideal day. I have a curious mind and love reading all types of books. You can usually find me with a book or two going at all times.
  • We are active members of Newburgh United Methodist Church.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, Diamond Ring Award winner 2020

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.