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
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Investments
  • Charitable Giving
  • Saving for Education
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, 66 & 31 Licenses Life, Long Term Care & Disability Insurance

Education

  • East Baptist University, Bachelor of Science, Business Management, 1988
  • Indiana Weslayan, MBA, 1993

Interests

I enjoy spending time with my daughters and my lovely wife. Our hobbies include scuba diving, riding together on my motorcycle. Our other activities include our children's orchestra concerts, plays, band activities & involvement with our church.

Community participation

I volunteer at our children's schools, with local organizations like Grace Bridge, International Organizations like Firm Foundations Romania & our church. I've also supported the work of Shared Hope International since 2001.

Awards & recognition

  • Five Star Wealth Manager, 2015, 2016, 2017, 2018, 2019