Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Tax Planning Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Investment Management
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Charitable Giving
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning


  • CDFA® Certified Divorce Financial Analyst
  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor


  • BS, Management, Purdue University

Awards & recognition

  • Five Star Wealth Manager, 2018-2021
  • Carmel Financial Advisors, Ameriprise Client Experience Award, 2022

Previous experience

  • Financial Advisor, Ameriprise Financial, 2008 - Present

Divorce financial planning

The first professional most people think of when considering a divorce is an attorney. A financial advisor is typically not considered until after the divorce has been finalized, which can be a mistake due to the many financial complexities involved in a divorce. An industry-specific professional designation was created to address this need - the Certified Divorce Financial Analyst®. An intensive training program prepares a CDFA® to analyze and provide expertise on issues related to divorce finances. As CDFA®s, we help clients understand how their financial decisions today are going to impact their financial future.

Community participation

Gleaner's Food Bank of Indiana Volunteer

Ronald McDonald House at Riley Children's Hospital Volunteer

Toys for Tots Collection Site and Donor

Crooked Creek Food Pantry Collection Site and Donor

Sunrise on Old Meridian Nursing Facility Volunteer

Wellbrooke of Carmel Senior Living Facility Volunteer


  • My wife and I have four children: Audrey (10), Lyla (7), Hudson (3), and Stella (2).
  • I enjoy spending time with my friends and family.
  • I am active in Northview Church charitable causes.
  • I am a Purdue alum and enjoy rooting on the Boilermakers as well as the Colts.
  • Support World Vision– an Evangelical Christian humanitarian aid, development, and advocacy organization.