Advisor profile


My approach

When it comes to managing your finances, you want a financial planning strategy that aligns with your Christian values and beliefs. That’s why it’s so important to work with a financial advisor who shares your world view. I’m a Christian financial advisor, and I can provide financial planning and advice to help you make informed financial decisions for your loved ones, your future and your faith.

Ameriprise Financial provides financial services without regard to religious affiliation or cultural background.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Family Finances
  • Employee Stock Options
  • Saving for Education
  • Small Business
23
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
  • CKA® Certified Kingdom Advisor®
  • APMA® Accredited Portfolio Management Advisor℠
  • RFC International Association of Registered Financial Consultants

Interests

My family (wife, son, and two daughters) and friends are a huge part of my life. We are actively involved in our church and enjoy helping out every chance we get. We love to volunteer in the community and look forward to opportunities to help others as much as we can. We always enjoy attending live sports and music events.

Community participation

  • Leader/Volunteer at our church in children's classes and in men's studies
  • Leader/Coordinator of Financial Peace University classes
  • Our team participates in multiple service activities through the year including Second Helpings and Gleaners Food Bank (both in Indianapolis)
  • I volunteer and serve with a local nonprofit men's ministry group named Fight Club to help other men live out their lives as leaders in their homes and communities
  • We volunteer with and recently traveled to serve with Northwest Haiti Christian Mission

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2021
  • Ameriprise Circle of Success, 2020
  • Five Star Wealth Manager, 2020

Honored to be recognized in Barron’s

It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I've been named to the Barron’s Top 1,200 Financial Advisors list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire PVA Wealth Advisors team. This achievement would not have been possible without you.

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.