Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • 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