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

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
19
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®

Interests

  • I enjoy spending time with my wife and 2 children.
  • As an avid runner, I like competing in organized running events ranging from 5K races to Marathons to IronMan competitions.
  • I also find joy in cycling but have difficulty finding the time to go on long, scenic rides.
  • In my free time I relax by reading, especially biographies, and always seem to be in the middle of 2 or 3 books.

Community participation

Supporter of Girls on the Run Northeast Indiana, a local nonprofit that works to empower 3rd-8th grade girls through health and fitness activities.

Supporter of Community Harvest Food Bank, a Feeding America partner that collects, sorts, and distributes food to those in need.

Supporter of Bosma Enterprises, a nonprofit organization that provides programs and services to the visually impaired.

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2017 - 2018
  • Financial Times 400 Top Financial Advisers, 2018
  • Forbes Best-in-State Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2006 - 2017