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

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
19
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS® Certified Fund Specialist

Education

  • BA Bachelor of Arts, Liberty University, Lynchburg, VA

Interests

Travel

Spending time with my family

Arts and Cultural Events

Volunteering in the community

Reading

Music

Community participation

  • Indianapolis Symphony Orchestra Forte Leadership Committee

Awards & recognition

  • Ultimate Digital Excellence Award, 2021
  • Ameriprise Outstanding Leader Award, 2021
  • Muir Hodges Doodeman Wealth Advisors, Ameriprise Client Experience Award, 2021
  • Ameriprise Circle of Success Diamond Ring, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2007-2008, 2010-2016

Honored to receive recognition

All of us at Muir Hodges Doodeman Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Muir Hodges Doodeman Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

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.