Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Women's Financial Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • CLTC® Certified Long Term Care®
  • Series 63 - Uniform Securities Agent State Law Examiniation
  • Series 7 - General Securities Representative Examination
  • SIE - Securities Industry Essentials Examination

Education

  • B.S. Political Science, Indiana State University, Terre Haute, IN 1997
  • B.S. Economics, Indiana State University, Terre Haute, IN 1996

Interests

I enjoy spending time with my two kids, family and friends, traveling, boating, fishing and reading.

I am divorced. I have a real passion for helping others dealing with divorce find stability and happiness again. I do this because helping you find a better life is work worth doing!

Community participation

  • Phi Kappa Psi
  • Damar Industries

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2010
  • Five Star Wealth Manager, 2013-2016 and 2018
  • Ameriprise Circle of Success, 2011-2017, 2020
  • Ameriprise Diamond Ring Club, 2017

Previous experience

  • Financial Advisor, Ameriprise Financial, 1996-Present
  • Captain, United States Army, 1992-2006

Divorce with Financial Confidence

When so much is at stake and you only have one chance to get it right, it is imperative to make informed choices during your divorce. Our financial advisors provide you with powerful data to support your case by integrating the methodology of financial planning into the divorce process. We strive to help you progress to a better, more informed position to make pivotal decisions such as whether to keep your marital home, how to split up retirement savings or if you should consider taking a lump sum instead of monthly support payments.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.