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


  • Indiana State University, 1966 (BS. Bus. Admin. with finance and minors in economics & mathematics)
  • Indiana State University, 1984 (Added minor in accounting)
  • Terre Haute Wiley High School, 1962

Previous experience

  • International Business Systems, Data Processing Marketing Rep., 1967-1972
  • Indiana State University, Director of Business System Development, 1972-1987
  • Hilliard Lyons, Inc., Financial Advisor, First Vice-President, 1987-1996
  • Investment Planners, Inc., Financial Advisor and Volkers Group partner, 1996-2018
  • Ameriprise Financial, Financial Advisor, 2018-present