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

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Domestic Partner Planning


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


  • Master of Business Administration, 2004 - University of Southern Indiana
  • Bachelor of Science in Business Administration and Finance, 2002 - University of Evansville

Community participation

Newburgh United Methodist Church - Financial Counselor

Newburgh United Methodist Church - Finance Committee

Newburgh Girls Softball - Board Member and Coach


Most of all, I enjoy spending time with my wife and our three daughters.

I love watching our girls grow with confidence each day.

Being from a family of educators, I like coaching and helping educate my daughters on the sports they are playing and the life skills team sports teach.

I like being involved in church and other organizations for which I have a passion.

I enjoy watching New York Yankees baseball games and Notre Dame football when I get the chance.