Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
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

  • 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.