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.

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25
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
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • Investment Company Products/Variable Contracts, Series 6
  • General Securities Representative, Series 7
  • General Securities Principal, Series 24
  • Uniform Securities State Law, Series 63
  • Uniform Combined State Law, Series 66

Education

  • BBA University of Kentucky
  • Kaplan University Financial Planning Education Program

Awards & recognition

  • Ameriprise Circle of Success, 2019 - 2024
  • Stone & Kicklighter Planning Partners, Forbes Best-in-State Wealth Management Teams, 2023 -2025
  • Forbes Best-in-State Wealth Advisors, 2025

Professional associations

  • Interface Society
  • Lyndon Area Business Association
  • University of Kentucky Alumni Association

Previous experience

  • Ameriprise Financial Services, Inc., Financial Advisor, 2009-present
  • UBS Financial Services, Financial Advisor, 2006-2009
  • Fifth Third Securities, Inc., Financial Advisor, 2005-2006
  • Eaton Vance Distributors, Inc., Wholesaler, 2001-2004

Honored to be recognized in Forbes

I’m excited to share that my team has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

  • Dare To Care Food Bank
  • Ronald McDonald House of Kentuckiana

Interests

  • I enjoy spending time with my friends and family
  • My hobbies include golf, biking and tennis.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.