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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Small Business

Qualifications

  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Louisville, Economics, 1991 - 1995, Louisville, KY

Awards & recognition

  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022-2023
  • Ameriprise Circle of Success, 2021-2023

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide our clients every day.

Community participation

Educating young people on principles of how to view and save money is a passion of mine. My wife and I volunteer teach a finance and economics course for 5th graders. I also help guide the students through a state-wide competition of the SIFMA Foundation’s Stock Market GameTMthat helps to foster knowledge of the financial markets and global economy.

Interests

My path to a career in financial services started when a devastating injury occurred to an immediate family member. When I'm not helping others financially plan for their goals and the unexpected events that happen in life, I enjoy time with my wife Caroline and daughter Savannah. I also love the outdoors, so I spend most weekends at our family farm or cabin at Rough River. Other interests include reading, golfing, farming, hunting, and fishing.

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.