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
26
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!