Advisor profile


What you can expect when you work with me

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.

Get started
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Saving for Education
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • Bison Financial Group, Ameriprise Client Experience Award, 2022-2023

Previous experience

  • Bison Financial Group - Wells Fargo FiNet, 2008-2017

Community participation

  1. Past Board Chair Food Finders Food Bank, Family Services Agency, and Greater Lafayette Art Museum Foundation.
  2. Through Bison’s Vibrant Community Program, we have contributed over $300,000 to local charities and programs throughout our Branch network
  3. Animal rescue-Tammy and I have taken in dozens of homeless cats and dogs during our 30 year marriage. We also participate with programs that fly orphaned dogs to their new homes.

Interests

    1. Flying- 5000hour Commercial Pilot Gold Seal Certified Flight Instructor Airplanes Single& Multi Engine and Instrument Airplane
    2. Sailing- Tammy and I are avid Great Lakes Sailors
    3. Travel and History

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.