My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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24
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
  • Retirement Plan Distribution
  • Cash Flow Management Strategies

Education

  • BA, Education, Huntington University, Huntington, IN

Awards & recognition

  • Beyond Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2025-2026
  • Ameriprise Client Experience Award, 2021

Previous experience

  • Boy Scouts of America, District Executive, 1995-2000; 2001-2002
  • Union County College Corner Joint School District, Teacher, 2000-2001

Community participation

Active in my local church.

I enjoy helping others wherever the need arises.

Interests

  • Spending time with my family and dog is my favorite activity.
  • My hobbies include reading and traveling.
  • I enjoy attending Jeep events.