Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies


  • APMA™ Accredited Portfolio Management Advisor™


  • Indiana University, Bloomington, IN - BA 1996

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2023
  • Impact Financial Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Previous experience

  • Financial Advisor, Edward Jones, 2017-2020
  • Regional Vice President, Invesco, 2005-2017

Community participation

  • The American National Red Cross
  • Gleaners Food Bank of Indiana


  • Spending time with my family is important to me. I love cheering on my three kids in their athletics. They play volleyball, soccer, and cheerleading!
  • My wife and I are big Indiana Pacers fans, and we enjoy visiting Bankers Life to support them!