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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Small Business
  • Retirement Income Strategies
  • Tax Planning Strategies
25
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