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 Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
  • Investments
  • Insurance
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A. Finance, Eastern Illinois University
  • MBA, Eastern Illinois University

Interests

  • Family
  • Monticello Rotary Club
  • Monticello Chamber of Commerce
  • Chicago Cubs

Community participation

  • Volunteer of the Year, 2016
  • Calvary Baptist Church
  • Piatt County Merit Commission
  • Sage Strive Basketball Camp Director
  • Monticello Chamber of Commerce
  • High School Interact Club Volunteer
  • Monticello Auxiliary Police
  • Monticello Main Street - Celebration Committee
  • Monticello Rotary Club, Past President and Director
  • Monticello Area Education Foundation, Past President and Director
  • United Way, Past Director
  • Rotary Literacy Reading Program
  • Monticello Recreation and Travel Coach; Basketball, Softball and Soccer
  • Monticello Theatre Association
  • Relay for Life

Professional associations

  • Financial Planning Association