My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • Jasper High School
  • Vincennes University- Associate Degree of Science and Economics
  • Vanderbilt University- Bachelor Degree of Science and Economics

Awards & recognition

  • Southern Indiana Advisors, Ameriprise Client Experience Award, 2024

Previous experience

  • Ameriprise Financial, Financial Advisor, 2020-present
  • Raymond James, Financial Advisor, 2008-2020
  • Fifth Third Bank, Financial Advisor, 2003-2008

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

-Young Men's Institute No. 497 member

-Knights of Columbus Council 1584 member

-Fraternal Order of Eagles Local Number 2617 member

-Sons of the American Legion 0147 member

Interests

-Local Little League Coach/League Officer for 18 years

-Avid golfer

-Cincinnati Reds fan

-Love spending time with my family, especially my grandchildren

-Enjoy traveling to warm destinations

-Involved in many community organizations that promote fellowship and hometown values

My photos

1 albums
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