Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Indiana University, Bloomington, IN - BA 1996

Interests

  • 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!

Community participation

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

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2022

Previous experience

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

Professional Alliances

Impact Financial Group has professional alliances with the Impact Connections Virtual Family Office, Jeffrey McKee a Certified Public Accountant with McKee & Gunderson, Joseph R. Stark a Certified Public Accountant with R. Joseph Stark, Jr.

Impact Financial Group works with each alliance through a comprehensive financial planning approach that helps our mutual clients to face their financial future with more confidence.

For more information on:

Impact Connections Virtual Family Office, visit ImpactVFO.com

McKee & Gunderson, visit indycpas.com

R. Joseph Stark, Jr., visit joestarkcpa.com

Ameriprise Financial and its representatives do not provide tax or legal advice. Clients should consult with their tax advisor or attorney regarding specific tax issues. McKee& Gunderson and R. Joseph Stark are not endorsed by nor affiliated with Ameriprise Financial. McKee & Gunderson, R. Joseph Stark are not under the supervision of Ameriprise Financial. McKee & Gunderson and R. Joseph Stark are not a broker-dealer or investment advisory firm. Ameriprise Financial Services, Inc. Member FINRA and SIPC.