Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

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
24
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

Awards & recognition

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