Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Small Business
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • CDFA® Certified Divorce Financial Analyst

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