Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA Bachelor of Arts, Mathematical Economics, University of Kentucky, Lexington, KY
  • Cathedral High School

Interests

Spending Time with Family & Friends

Golf

Soccer

Team Building

Community participation

Hope City Church Board

Volunteering at Gleaners Food Bank

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Functional Manager, Financial Partners Group - a part of the Metlife Premier Client Group, 2015-2016
  • Financial Advisor, Financial Partners Group - a part of the Metlife Premier Client Group, 2010-2016
  • Sales Supervisor, First Investors Corporation, 2008-2010
  • Financial Service Representative, First Investore Corporation, 2007-2010, 2