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

  • Intergenerational Planning
  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Family Finances


  • Series 7, 63, and 66 licensed


  • Indiana University - Kelley School of Business, BBA, Finance - 1998

Awards & recognition

  • Ameriprise Circle of Success, 2019, 2020

Community participation

National Day of Service - Richmond, VA


In my free time I enjoy spending time with my wife and 3 kids. Some of the things we enjoy doing is getting outside to hike and camp. I am also passionate about coaching youth sports.