Advisor profile


My approach

When a marriage ends in divorce, financial concerns are often top of mind. I help my clients feel more secure about their future by helping them make sound decisions that address their immediate and long-term financial needs and goals. Using our exclusive Confident Retirement® approach and with experience in pre- and post-divorce planning, I help my clients feel the peace of mind so they can move forward confidently and optimistically.

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
23
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.