Advisor profile


Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • APMA™ Accredited Portfolio Management Advisor™
  • SIE, Series 7, Series 66
  • Kentucky Life and Health Insurance License

Education

  • Master of Accountancy, Vanderbilt University, 2020-2021
  • Bachelor of Science in Economics and Finance, Centre College, 2016-2020

Awards & recognition

  • Align Wealth Management, Forbes Best-in-State Wealth Management Teams, 2025
  • Align Wealth Management, Ameriprise Client Experience Award, 2020-2021, 2024

Previous experience

  • Audit Associate, KPMG, Louisville, KY, 2021-2022
  • Audit Intern, KPMG, Louisville, KY, 2021
  • Summer Intern, Ameriprise Financial Services, LLC, Owensboro, KY, 2018, 2019
  • Summer Intern, Greater Owensboro Economic Development Corporation, Owensboro, KY, 2017

Community participation

Planting trees for Louisville Grows
Planting trees for Louisville Grows
  • Louisville Grows, Non-profit

Interests

One of my favorite activities is playing board games with family and friends. Catan is far and away my favorite, but I’ll have fun playing just about anything. I also love to travel whenever I can. I have a particular fondness for cruises. It doesn’t even matter where the ship is going, everything I need is usually onboard. When I’m not out on the sea, you can find me hitting the ski slopes. I have been all over Colorado, but my favorite mountain is Copper. Lastly, I spend a lot of time with my girlfriend, Ellie. We enjoy cooking together, hiking around Kentucky, exploring Louisville’s restaurant scene, and binging watching Netflix.