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

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Small Business
  • Insurance
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠

Education

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

Interests

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

Community participation

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

Awards & recognition

  • Ameriprise Client Experience Award, 2020