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My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

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Community Participation

  • Youth Friends
  • YMCA Coach

Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Experience

Education

  • Baker University, MBA
  • University of Kansas, B.S. Business Administration

Professional Associations

  • MBA, Baker University
  • B.S. Business Administration and Finance, University of Kansas