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
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies

Education

  • Purdue University, Bachelors of Science in Financial Planning and Counseling

Community participation

Bison Financial Group has a strong corporate culture of community participation through our Vibrant Community Program. I have the distinct honor of coordinating theses efforts in the Greater Lafayette Area. Whether its cooking pancakes for a local non-profit's 5k race or sponsoring the local art community, Bison's view is that to live in a healthy community, you have a responsibility to be an active contributor. As a Greater Lafayette native, I take that to heart.

Interests

  • Hiking
  • Fencing
  • Traveling
  • Experiencing New Cultures
  • Teaching

My photos

1 albums
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