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

  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
6
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
  • RICP® Retirement Income Certified Professional®
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Cedarville University 2011; BS Accounting & BS Finance

Interests

During my personal time, I enjoy spending time with my wife, Becky, and two children, Titus and Eleanor. We enjoy attending local events and festivals around the Fort Wayne area.

I am currently teaching myself classical guitar and enjoy a good game of billiards. My wife and I love to dance West Coast Swing, East Coast Swing, and Argentine Tango. If there is a party, it's likely we are on the dance floor.

My current favorite book is "Principles" by Ray Dalio.

Awards & recognition

  • Ameriprise Chairman's Award, 2015 & 2016

Previous experience

  • Client Financial Management Practitioner, Accenture Federal Services, 2011-2014