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.

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10
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
  • Cash Flow Management Strategies
  • Family Finances
  • Investment Management
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AIF® Accredited Investment Fiduciary®
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S. Business Administration, Eastern Mennonite University, Harrisonburg, VA
  • A.A. Disaster Management, Hesston College, Hesston, KS

Awards & recognition

  • Koogler Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Koogler Financial Group, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Registered Administrative Assistant, LPL Financial, 2014-2017

Honored to be recognized in Forbes

I’m thrilled to share that Koogler Financial Group has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

Community participation

Twice a year, I volunteer at the Blue Ridge Area Food Bank with other associates from our office. This is one of the ways I give back to the local community by sorting canned goods, preparing meal boxes and processing incoming donations.

Interests

Away from the office, I am actively involved in my church serving as a worship leader on Sunday mornings and involved with my church community group during the week. My wife Alana and I love to travel to the beach, enjoy spending time with family and friends, and like to attend James Madison University sporting events. Throughout the year, you can find us in our kayaks on the lake fishing and relaxing. Alana and I also love to try local breweries and wineries.