Advisor profile

What you can expect when you work with me

As a financial advisor, my approach is centered on personalized guidance and holistic financial planning. I believe that every client's financial journey is unique, and I am committed to understanding your specific goals, dreams, and challenges.

With a focus on building strong, long-lasting relationships, I will work closely with you to create a comprehensive financial roadmap that aligns with your aspirations. Together, we will assess your current financial situation, explore opportunities for growth, and implement tailored strategies to address key areas such as investments, estate planning, wealth preservation, executive compensation, education savings, tax planning, and retirement.

My goal is to empower you with the knowledge and tools to make informed decisions, allowing you to navigate life's financial complexities with confidence. I will provide clear explanations, answer your questions, and offer unbiased advice. I am committed to staying proactive, continuously monitoring your financial plan, and adjusting it as needed to accommodate life changes and market dynamics.

Together, let's build a solid financial foundation, seize opportunities for growth, and work towards a more secure and prosperous future.

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

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Plan Distribution




  • Bachelor of Business Administration, Finance, University of Notre Dame, South Bend, IN

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2021-2023
  • Align Wealth Management, Ameriprise Client Experience Award, 2020, 2021
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2018, 2021 - 2023
  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • Ameriprise Circle of Success, 1999-2018, 2021-2022

Community participation


I enjoy spending time reading histories and biographies or working in the yard. As an active alumnus of Notre Dame, I look forward to attending several football games each season. I also love to travel and see other parts of the country and world. I enjoy skiing in the winter months and golf in the summer. Enjoy wine and cooking with family.

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.