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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Intergenerational Planning

Awards & recognition

  • Five Star Wealth Manager, 2022

Community participation

I enjoy volunteering at "Feed My Starving Children" and participate every chance I get.

Interests

One day while coming home from church I realized how thankful I am for the day and all that I have to be grateful for:

  • I am grateful for the freedoms we enjoy in America.
  • I am grateful for my family. My wife Heather and I have been married for 34 years! We have five children, two cats, and two dogs. While my three eldest children have moved out, it is still a busy household.
  • I am grateful for the beauty of nature and the time I get sitting by the water.
  • I am grateful for my career! Ameriprise has trained me well to help people balance risk and reward and they provide me with the tools to do my job so I am truly thankful.

My photos

6 albums
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