Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS, Finance & Business Administration, Indiana State University, Terre Haute, IN

Interests

  • My son, Benjamin, was born in July of 2008.
  • When I'm not in the office I spend a lot of time outside enjoying nature and any number of different sports.
  • I also spend time as a teaching pro at Carmel Racquet Club.
  • My family is also important to me and I spend a lot of time with them. Most of my extended family, including my brothers, live within an hour's drive of Indianapolis.

Community participation

  • Susan G. Komen -- I help organize a fundraising team each April for the Susan G. Komen race for the cure.
  • NuAfrica – Support fundraising efforts through Carmel Racquet Club to locate new sources of water to provide for families in Africa.
  • Entouraj -- Participate in fundraising efforts support the Rajeev Ram foundation.