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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies

Education

  • Illinois State University Bachelor's of Science Finance

Awards & recognition

  • Ameriprise Circle of Success, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014

Previous experience

  • Financial Advisor, H & R Block Financial, June 1999-August 2009

Community participation

Humanitarian Service Project (HSB)

Interests

My family, my friends, golf

My photos

1 albums
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