Advisor profile

The MidCoast Wealth Advisors Approach


We believe many people are flooded with financial information from so many sources that it’s hard to know what’s right.

So my team and I created a 4-step process to cut through the noise and bring more clarity to your financial decisions so you can get where you want to go without the fear of being sold to.

Our 4-Step Process

Step 1 – Create a roadmap

We'll help you create a map to navigate your journey toward financial freedom and the future you’d like to plan to create.

Step 2 –Connect the dots

We'll work with you to help implement solutions aligned with your goals.

Step 3 –Cover the gaps

We provide ongoing advice reviews to offer the guidance you need to cover any financial gaps related to your situation.

Step 4–Calibrate and repeat

The only certainty in life is uncertainty. As change happens, we'll walk alongside you to calibrate your goals based on your unique circumstances.

Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Small Business


  • CAP® Chartered Advisor in Philanthropy®
  • APMA™ Accredited Portfolio Management Advisor™
  • CERTIFIED FINANCIAL PLANNER tm, practitioner, 2006
  • Certificate in Financial Planning, 2005, Florida State University
  • Chartered Retirement Planning Counselor, 2004, College for Financial Planning


  • Purdue University, B.S. Marketing, Hammond, IN, 2000

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023
  • Ameriprise Circle of Success, 2021-2022
  • Ameriprise Client Experience Award, 2021

Community participation

  • TEDx County Line Road - It is a real joy to serve on the team to continue to bring TEDx to Northwest Indiana!
  • Loving Our Neighbor Days - Clients are invited to volunteer throughout Northwest Indiana alongside me and my staff. We look forward to these days each year!
  • Salt & Light of Northwest Indiana - I helped write and produce a guidebook about the NWI region, which has inspired churches and other community leaders to join God in a larger story of community transformation through love and service
  • Leadership Northwest Indiana (LNI, Class 30)


My wife, Jen, is in her 20th year of remission from stage 4 cancer, so we understand life is fragile.

We love building memories with our three kids Kaelyn, Layton, and Kolten.

Jen and I love to cook together. We usually take grilling classes each summer and ultimately, I'd love to enroll in a culinary boot camp to refine my chef's skills someday.

I'm also an avid reader. When I'm not with family, grilling, or reading you'll find me golfing or watching my favorite Chicago sports teams.

I also enjoy spending time trying to make an impact in our Northwest Indiana community.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.