My Approach

It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.

Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life.

Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

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Interests

I enjoy spending time with my family. My wife, Cathy, and I have two sons, Brandon (13) and Nolan (11). I help coach their soccer, basketball, and baseball teams along with helping them with school projects and homework. I also enjoy traveling, various sports, and exercising.

Community Participation

I, and my family, volunteer time at two charities. At Father Dempsey's, we help cook and serve breakfast on various weekends for the residents. We also help families of F.A.S.T. (Foster Adoption Support Team) by providing food and clothing items.

Areas of Focus

  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Experience

19
96 View scores
 
 
 

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012-2014
  • Ameriprise Circle of Success, 2004-2014
  • Ameriprise Chairman's Advisory Council, 2005, 2014
  • Ameriprise Diamond Ring Club, 2014

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Missouri State University, BS Finance, 1992