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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Investments
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S., 1988, Political Science University of Southern Indiana, Evansville, IN

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018 - 2022
  • Financial Times 400 Top Financial Advisers, 2016 - 2019
  • Barron’s Top 1,000 Financial Advisors, 2012, 2013
  • Barron’s Top 1,200 Financial Advisors, 2014 - 2022
  • Ameriprise Chairman's Advisory Council, 1996 - 2008, 2010 - 2021
  • Ameriprise Circle of Success, 1997 - 2018
  • Ameriprise Diamond Ring Club, 2000
  • Ameriprise Hall of Fame, 2006

Professional associations

  • Financial Planning Association

Community participation

  • Mad Anthony's Children's Charities
  • Riley Hospital Children's Charities
  • Mental Health America In Allen County
  • Fort Wayne Women's Bureau

Interests

  • Spending time with family and friends
  • Active in golf and baseball.
  • Boating on Lake Wawasee
  • Traveling
  • Avid outdoorsman, fishing and hunting.

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.