Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Small Business
  • Retirement Income Strategies
  • Tax Planning Strategies
27
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
  • Masters of Business Administration

Education

  • Purdue University, General Management Degree with a Finance Option - 1995
  • Purdue University, Executive MBA through Krannert School of Business - 2010

Interests

1. Woodworking

2. History

3. Hobby Farm

Community participation

1. Rossville School Foundation

2. Bach Chorale

Previous experience

  • Bison Financial Group - Wells Fargo FiNet, 2008 - 2017