My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

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.

Experience

? 21 ? 96 View scores
 
 
 

Areas of Focus

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

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
View Definitions

Education

  • Missouri State University, BS Finance, 1992

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