Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Investments
  • Charitable Giving
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CKA® Certified Kingdom Advisor®
  • 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

Awards & recognition

  • Five Star Wealth Manager, 2015, 2016, 2017, 2018, 2019, 2020

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.

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.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.