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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • 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

Awards & recognition

  • Bison Financial Group, Ameriprise Client Experience Award, 2022, 2023

Previous experience

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

Community participation

1. Rossville School Foundation

2. Bach Chorale

Interests

1. Woodworking

2. History

3. Hobby Farm