Advisor profile


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.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Family Finances
30
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
  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®

Education

  • University Of Notre Dame - Bachelor of Arts - Economics
  • Saint Joseph High School

Interests

  • I enjoy spending free time with family and friends.
  • My other passions in life include coaching soccer, playing golf, exercising, gardening, water skiing, snowboarding, and cooking.

Community participation

I am an active member inmy community and enjoy serving those in need. We are always open to suggestionsfor new ways to give back to our community. Several of the on-going effortslisted below are organizations our clients are passionate about.

· Michiana SoccerAssociation, President (Volunteer for the past 20 years)

· Food Bank of Northern Indiana

· Toys for Tots

Awards & recognition

  • Ameriprise Circle of Success, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013
  • Ameriprise Diamond Ring Club, 2011

Professional associations

  • Certified Financial Planner Board of Standards, Inc.
  • Financial Planning Association