Advisor profile


My approach

A unique and disciplined approach

At Ameriprise Financial, we are passionate about helping you live the full and rich life you've earned. With our exclusive Confident Retirement ®approach we look at four basic needs: covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. Together, we'll explore each to create a financial plan customized to your life. Then we'll track your progress and make adjustments as life changes. I'm committed to your success and believe when you take the right approach to financial planning, life can be brilliant.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Plan Distribution
25
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

  • Ameriprise Circle of Success, 1999-2018
  • Ameriprise Chairman's Advisory Council, 2018
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020
  • Ameriprise Chairman's Award, 2003

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me – Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!