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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving

Qualifications

  • CFS® Certified Fund Specialist

Education

  • Wabash College, BA History, 2000

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Community participation

  • St. John the Baptist Catholic Parish
  • Evansville East Youth Baseball - Coach, Contributor and Past Board Member
  • Warrior Athletic Hall of Fame - Contributor/Organizer
  • Contributor to Evansville Rescue Mission, Riley Children's Hospital, Community Foundation of Middle TN, Second Harvest Food Bank of Middle TN, Homie's Hope, YMCA of Southern Indiana

Interests

My first love is spending time with my family - travelling, following the kids to their many activities or just hanging around the house. Beyond that, when not working, you can find me on the golf course or volunteering somewhere around town!