Advisor profile

What you can expect when you work with me

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.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • Bachelor of Science, Financial Counseling & Planning, Purdue University

Awards & recognition

  • Five Star Wealth Manager, 2016 - 2024

Community participation

Member of the Hamilton County Humane Society.

Interests

When I'm not in the office seeing clients, I enjoy spending time with my wife Kimberly and our dog Happy. My wife and I really enjoy traveling and spending time with family and friends.

Some of my other hobbies include, playing guitar, photography, and kayaking.

My photos

1 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.