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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Small Business
  • Tax Planning Strategies
  • Christian Financial Strategies
  • Charitable Giving
  • Wealth Preservation Strategies

Education

  • Lake Forest College, Bachelor of Arts 2000

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

Legacy Leadership Forums: Board President

Chesterton Wrestling Club: Board Member and volunteer coach

Chesterton Pop Warner Little Scholars: Volunteer coach

Interests

Strong personal relationships, meaningful work, creativity and achievement shape who I am and describe clients that enjoy working with me. Involvement in our church, sports and local service clubs allow me to do valuable work in the community as well as helping clients achieve success in their goals through my work. Serving locally is a way I continue to grow and foster a spirit of generosity.

We love to be active and outdoors whether at our home, with friends or in the beautiful lakeshore and woodlands we enjoy near Chesterton. It creates the perfect environment for us to spend the good results of our work with people we love and enjoy.