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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Purdue University, B.S. - 1983
  • Indiana University, MBA - 1992

Professional associations

  • Chamber of Commerce

Previous experience

  • Wells Fargo Advisors Financial Network, LLC, 2013-2017
  • Raymond James & Associates, Inc., 2007-2013
  • A. G. Edwards & Sons, Inc., 1992-2007

Community participation

1. Volunteer at Memorial Opera House

2. Support Valparaiso Police Department

Interests

1. Golf

2. Music

3. Frequent Valparaiso's outdoor markets & festivals