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.

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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
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • LUTCF® Life Underwriter Training Council Fellow℠
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Western Kentucky University - Bachelor of Science

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success Diamond Ring, 2022

Community participation

I am invloved in the community in which I live & work. I often take part in church related outreach programs such as the single mother's oil change. I live in Bowling Green, Kentucky - "Home of the Corvette." I have a passion for Corvettes and often visit the National Corvette Museum. Additionally, I also have a passion for supporting people and causes related to limb differences.

Interests

I enjoy deer, turkey and elk hunting. Overall, I am an Outdoorsman!!!! I love cooking on my Big Green Egg and hanging out in my Man Cave. Life is very busy for me outside of my practice. My wife, Crista, and I have two children, Keenan and Carmen. They sure do keep us hopping. We live on 6 acres, where we often ride 4-wheelers, shoot our bow and arrows, and have campfires . We love escaping to the lake or mountains when time permits. The kids are active in gymnastics, cheerleading, baseball, softball, volleyball, and basketball.

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.