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
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments

Education

  • Bachelors of Business Administration, University of Illinois Springfield

Awards & recognition

  • Anthology Financial Partners, Forbes Best-in-State Wealth Management Teams, 2024
  • Anthology Financial Partners, Ameriprise Client Experience Award, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

Interests

I have an awesome family that I love spending time with: my wife, Stephani, and our two kids, Dexter and Shaefer. They definitely keep me busy! Our favorite activities together involve getting outside as much as possible, playing disc golf often, and more generally, enjoying nature on walks or going to parks.

My photos

3 albums
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