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 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
31
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

Interests

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

Community participation

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

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018 - 2020
  • 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 - 2020
  • Ameriprise Chairman's Advisory Council, 1996 - 2008, 2010 - 2020
  • Ameriprise Circle of Success, 1997 - 2018
  • Ameriprise Diamond Ring Club, 2000
  • Ameriprise Hall of Fame, 2006

Professional associations

  • Financial Planning Association