Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
18
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

Education

  • 1999 BA, Eastern Kentucky University, Richmond KY
  • 2002 MA, Miami University, Oxford OH

Interests

  • Spending time with my wife and two kids, Brock and Leah
  • Watching sports – specifically, UK Wildcats!
  • Playing the drums, listening to music and going to concerts
  • Photography is a passion of mine - I just recently added a small photo studio to my home
  • I recently started doing Crossfit and in 2018 I completed my first Half Marathon and a Spartan race!

Community participation

CityLink Volunteer (October 2013-Present)

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2015