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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26
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
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Financial Planning for Small Business
  • Insurance

Education

  • B.A. English Literature, Wabash College Class of 2000

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

  • President, Gibson County Council
  • Gibson County Sheriff's Pension Board
  • Historic New Harmony Board of Directors
  • Haubstadt Sommerfest, INC.

Interests

  • I enjoy camping with my wife Tara and daughter, Sunny.
  • I enjoy entertaining clients and prospective clients