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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Investments
  • Family Finances

Education

  • Bachelor's Degree in Marketing/Business Admin, Indiana State University '69, Terre Haute, IN
  • F.J. Reitz High School '65, Evansville, IN

Awards & recognition

  • The Volkers Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Circle of Success, 2019, 2020, 2021

Previous experience

  • Investment Planners, Inc. - Wealth Management, 2013 - 2018
  • Owner, Powered Equipment and Repair, 1978 - 2005
  • Owner, Hardware Supply, 1993 - 2008
  • Owner, Complete Outdoor Equipment, 1999 - 2004
  • United States Marine Corps, Corporal, 1969 - 1971

Community participation

  • Team of Mercy
  • Fostering Hope

Interests

  • Traveling
  • Golf
  • Tennis