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

  • Small Business
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Fund Specialist
  • Platinum Financial Advisor
  • CPA  Certified Public Accountant

Education

  • Valparaiso University, Bachelor of Arts and Science

Interests

  • I love spending time with my wife and kids
  • Playing basketball, running, and hiking
  • A devoted reader

Awards & recognition

  • Ameriprise Circle of Success, since 2002