Advisor profile

My approach

I am passionate about what I do. I believe that the core of my business is to know clients’ dreams and then work together toward them. I believe the relationship you have with your advisor can make a difference in your plan, your future, and your ability to live the life you dream of.

I have gained invaluable knowledge that has helped me develop a well-balanced approach to financial planning and asset management strategies. These strategies focus on helping clients become more confident about managing their financial objectives. They are designed to help provide solutions to both your everyday and long-term financial questions and are personalized to your specific needs. I track progress toward your goals and help you update your plan based on changes in the market conditions and your individual situation.

As a private wealth advisory team, Parkstone Wealth Advisors offers depth and diversity in our combined skills and experiences. We believe you will appreciate the personalized service and one-on-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our group is supported by a team of corporate office professionals with backgrounds in many fields, to help you better understand and feel comfortable with the guidance you receive and the strategy we will develop together tailored to your financial goals.

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
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Family Finances
  • Saving for Education
  • Small Business
  • Charitable Giving


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • Bachelor of Liberal Arts, Finance, Buena Vista University

Awards & recognition

  • Ameriprise Circle of Success, 2008 - 2022

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.