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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • Jasper High School
  • Vincennes University- Associate Degree of Science and Economics
  • Vanderbilt University- Bachelor Degree of Science and Economics

Previous experience

  • Ameriprise Financial, Financial Advisor, 2020-present
  • Raymond James, Financial Advisor, 2008-2020
  • Fifth Third Bank, Financial Advisor, 2003-2008

Community participation

-Young Men's Institute No. 497 member

-Knights of Columbus Council 1584 member

-Fraternal Order of Eagles Local Number 2617 member

-Sons of the American Legion 0147 member

Interests

-Local Little League Coach/League Officer for 18 years

-Avid golfer

-Cincinnati Reds fan

-Love spending time with my family, especially my two grandsons

-Enjoy traveling to warm destinations

-Involved in many community organizations that promote fellowship and hometown values

My photos

1 albums
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