Advisor profile

What you can expect when you work with me

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.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Small Business
  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies


  • CMFA® Certified Military Financial Advisor®
  • MBA


  • Butler University, BS - 1983
  • US Army Command & General Staff College, 1996
  • Indiana Wesleyan University, MBA, 1999

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Previous experience

  • Financial Advisor, Morgan Stanley, 2011-2017
  • Financial Advisor, Morgan Keegan, 2007-2011
  • Assistant Vice President, Regions Bank, 2002-2007
  • United States Army, Major, 1979-2000

Community participation

Our Lady of Greenwood Catholic Church

  • Our Lady of Greenwood Catholic Church
  • Central Indiana Electrical Contractors
  • Military Officer's Association of America
  • Association of the United States Army


- Family: My wife Debra and son Joseph (named after my Dad)

- The Outdoors: Camping, Hiking and Fishing

- Sports: The Colts, golf, youth baseball