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
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Plan Distribution
27
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

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

Interests

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.

Community participation

  • Edward Frederick Sorin Society University of Notre Dame
  • Founder's Circle - Member
  • Immaculate Parrish - Finance Committee Member
  • Daviess County Bourbon Society

Awards & recognition

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