Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
42
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

Education

  • BBA in Finance, University of Wisconsin-Whitewater, 1976

Interests

Outside of helping clients reach their goals and following my passion with this career, I enjoy spending time with my wife and two daughters, along with our extended family members and friends. A couple of hobbies I enjoy are golfing and attending spectator sporting events. In terms of community participation, my wife has been heavily involved with the Boys of Girls Club of Noblesville for many years, which in turn, has allowed me to also be involved and give back to the city where we raised our family.

Awards & recognition

  • Ameriprise Hall of Fame Award, 2014
  • Ameriprise Circle of Success, 1983, 1985-1987, 1989, 1991, 1993, 1995-2001, 2003, 2005-2020
  • Five Star Wealth Manager, 2012, 2014-2016
  • Ameriprise Diamond Ring Club, 2003

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.