Advice built around you — and your life
Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.
With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.
Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
Areas of focus
- Financial Planning for Small Business
- Retirement Planning Strategies
- Tax Planning Strategies
- Investments
- Insurance
- Saving for Education
- Estate Planning Strategies
- Family Finances
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
- CPA Certified Public Accountant
- CFS® Certified Fund Specialist
- APMA® Accredited Portfolio Management Advisor™
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Certified Fund Specialist
- Platinum Financial Advisor
Education
- Valparaiso University, Bachelor of Arts and Science
Awards & recognition
- Strive Wealth Management, Forbes Best-in-State Wealth Management Teams, 2025, 2026
- Ameriprise Circle of Success, 2002-2022, 2024-2025
- Forbes Best-in-State Wealth Advisors, 2021-2025
- Ameriprise Circle of Success Diamond Ring, 2013
- Strive Wealth Management, Ameriprise Client Experience Award, 2023
Professional associations
Honored to receive recognition
I’m excited to share that my team has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.
Interests
- I love spending time with my wife and kids
- Playing basketball, running, and hiking
- A devoted reader

