Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Estate Planning Strategies
  • Wealth Preservation Strategies


  • ChFC® Chartered Financial Consultant®


  • Bachelor of Science, 1983, Business Administration, University of Louisville

Awards & recognition

  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022
  • Ameriprise Circle of Success, 1987, 1990, 1991, 1993, 1995-1997, 1999-2003, 2005, 2007, 2009, 2011-2021
  • Ameriprise Chairman's Advisory Council, 1997-2005, 2007-2011, 2016
  • Ameriprise Circle of Success Hall of Fame, 2004
  • Ameriprise Circle of Success Diamond Ring, 1998

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide for our clients every day.

Community participation

Children’s safety is very important to me, a cause which needs attention in the Kentuckian area. I serve as a board member for CASA of the River Region, which advocates for vulnerable children to thrive in safe & permanent homes. I also support Charlie’s Kids- an organization committed to spreading awareness regarding safe sleep habits for infants.


I enjoy golfing, fishing, boating and children's athletic events.

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.