Advisor profile

My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

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




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


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

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.