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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Investments
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Family Finances
  • Intergenerational Planning
  • Retirement Plan Distribution

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor's Degree In Finance, Butler University '96, Indianapolis, IN
  • Terre Haute South Vigo High School

Awards & recognition

  • The Volkers Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Five Star Wealth Manager, 2022-2023
  • Ameriprise Circle of Success, 2019-2023

Previous experience

  • Investment Planners, Inc. - Wealth Management, 1996 - 2018

Community participation

I was a board member for Terre Foods Cooperative Market from Jan 2015 - Jan 2020. The organization strives to open a store in Terre Haute that provides locally grown, organic food alternatives.

  • Terre Food Cooperative Market

Interests

  • Spending time with my family
  • Volunteering
  • Playing baseball and basketball