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
27
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

Education

  • Bachelor of Science, Mathematics, University of Notre Dame, 1997

Awards & recognition

  • Wales Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Wales Wealth Management Group, Ameriprise Client Experience Award, 2020 - 2022

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc., South Bend, Ind., 1997-2004

Community participation

Coach for daughter's AYSO youth soccer team

Interests

Running and cycling are two of my passions. I've completed two half-marathons including the 2015 Sunburst Half-Marathon. In September of 2014, I completed the one-day and 100-mile Apple Cider Century. My other interests include enjoying the sand and beautiful sunsets along many Lake Michigan beachfronts, attending sporting events at my alma mater and playing guitar/singing. I also cherish spending every spare moment I can experiencing life and creating memories with my wife Roxanne and my two children.

My photos

5 albums
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