Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
54
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Intergenerational Planning
  • Family Finances

Education

  • United States Military Academy West Point
  • Bachelor’s Degree from Northern Kentucky University- Math Major

Awards & recognition

  • Cardinal Pointe Financial Group, Forbes Best-in-State Wealth Management Teams, 2025
  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022-2023

Previous experience

  • WELLS FARGO CLEARING SERVICES, LLC, 04/20/2012 - 12/06/2021
  • UBS FINANCIAL SERVICES INC., 11/04/2005 - 04/30/2012
  • MORGAN STANLEY DW INC., 02/18/1999 - 11/10/2005
  • MORGAN KEEGAN & COMPANY, INC., 04/21/1993 - 03/08/1999
  • PAINEWEBBER INCORPORATED, 01/20/1989 - 04/29/1993

Honored to be recognized by Forbes

All of us at Cardinal Pointe Financial Group are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Community participation

Served on the Board of Salvation Army Advisory for 24 years

Interests

Few of my interests are: mountains, orchards, forestry, canoeing, camping, cooking, cabin stays and spending time with family

My photos

1 albums
close

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.