My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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16
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

Awards & recognition

  • Ameriprise Client Experience Award, 2022-2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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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