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
25
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
  • Saving for Education
  • Family Finances

Education

  • Bachelor of Science, Accounting, Greenville University, Greenville, IL

Awards & recognition

  • Five Star Wealth Manager, 2012-2016, 2018-2020

Interests

  • Married Heather in July 2000.
  • Have three girls and one boy. Norah born in 2004, Lucy born in 2006, Daphne born in 2009 and Levi born in 2011.
  • I enjoy outdoor activities such as running, biking, and golf.