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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Family Finances
21
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • Bachelor of Science, Purdue University, 1999

Interests

I very much enjoy spending time with my family, participating and watching sports, and following the aviation industry.