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

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant
  • CLU® Chartered Life Underwriter®
  • CRPS®Chartered Retirement Plans Specialist

Education

  • Southern Polytechnic State: Bachelor of Science - Industrial Engineering Technology (1988-1991)
  • Paducah Community College (1986-1988)

Interests

  • I enjoy golfing and generally all sports.
  • My favorite college team is the University of Kentucky

Community participation

I have worked with the Catholic Social Services for 4 years to help raise money through the Pat Rupp Memorial Golf Tournament. Dayton Catholic Social Services provides many different services for Dayton and nearby counties.

Awards & recognition

  • Ameriprise Circle of Success, 2005-2018

Professional associations

  • Financial Planning Association Board Member