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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
26
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.S., 1994, Finance and Economics, William Carey College, Hattiesburg, MS
  • Technical Degree, 1986, Heating and A/C, Ivy Tech, Evansville, IN

Interests

Golf, Tennis, Music, Fishing and Hunting, Traveling and continuing education in my field.

Community participation

Indianapolis Symphonic Band, active member, Indianapolis, IN

Indianapolis Chamber Winds, active member, Indianapolis, IN

Indianapolis Philharmonic Orchestra, active member, Indianapolis, IN