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
  • Retirement Income Strategies
  • Christian Financial Strategies
  • Investments
  • Charitable Giving
  • Estate 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
  • CKA® Certified Kingdom Advisor®
  • ChFC® Chartered Financial Consultant®

Education

  • Bellarmine University, B.A. Economics, 1998
  • Bellarmine University, B.A. Business Administration, 1998

Interests

  • I am into whatever my kids are into which makes me an expert in all things dance, the arts and archery.
  • I love my wife which makes me a fan of group exercise (unless there is dance involved), certain sitcoms and any card or board game which requires speed and quick-on-your-feet thinking.
  • I love my church and enjoy serving where and when I can.
  • Practitioner of Brazilian Jiu Jitsu.
  • I love hiking in the mountains when we get a chance to travel.

Community participation

Sleep in Heavenly Peace - I volunteer monthly on bed builds and help throughout the month with communications. www.shpbeds.org

Awards & recognition

  • Ameriprise Circle of Success, 2005 - 2010, 2020

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.