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.

34
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