Advisor profile

My approach

I help clients 'land one plane at a time'. I help identify the issues that need to be addressed, prioritize them with clients and then address them one by one. We don't land the next plane until clients understand and are comfortable with the direction we are heading.

I focus on helping clients make decisions that align with their goals at every step in their financial journey so they can feel more confident.

I work with clients to help determine retirement feasibility and our Confident Retirement® approach to help with retirement transition and planning. I also offer retirement income design, risk management strategies and portfolio design.

Clients that seem to benefit the most from our work are those that have a complicated financial situation in which they just need help simplifying and understanding how to make progress towards their goals.

As a Christian financial advisor, I draw on biblical principles to provide advice.

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

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


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


  • Western Kentucky University - Bachelor of Science

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success Diamond Ring, 2022

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.


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.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.