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 Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • LUTCF Life Underwriting Training Council Fellow

Education

  • Western Kentucky University - Bachelor of Science

Interests

I enjoy deer, turkey and elk hunting. Overall I am an Outdoorsman!!!! I love cooking on my Big Green Egg and hanging out in my Man Cave. Life is very busy for me outside of my practice. My wife Crista and I have two children Keenan and Carmen. They sure do keep us hopping. We live on 6 acres where we often ride 4-wheelers, shoot our bow and arrows and have camp fires . We love escaping to the lake or mountains when time permits. The kids are active in gymnastics, cheerleading, baseball, softball, volleyball and basketball.

Community participation

I am invloved in the community in which I live & work. I often take part in church related outreach programs such as the single mother's oil change. I live in Bowling Green Kentucky - "Home of the Corvette". I have a passion for Corvettes and often visit the National Corvette Museum. Additionally, I also have a passion for supporting people and causes related to limb differences.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.