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.


  • Spending time with family
  • Wood working
  • Playing Music
  • Grilling

Community Participation

Lexington Kiwanis Club

Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Family Finances
  • Investments


  • Ashland University - B.S.B.A. - Marketing, 1999

Files for Download

My Videos(7 videos)

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