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
21
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

  • Five Star Wealth Manager, 2020