Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
7
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

Education

  • BACHELOR OF SCIENCE, BUSINESS MURRAY STATE UNIVERSITY

Community participation

  • HABITAT FOR HUMANITY PENNYRILE REGION
  • CHRISTIAN COUNTY HABITAT FOR HUMANITY

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • WEALTH MANAGEMENT ADVISOR, U.S. BANCORP INVESTMENTS, INC., 2016-2020
  • LICENSED BANKER, U.S. BANCORP INVESTMENTS, 2014-2016