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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.

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35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Saving for Education
  • Family Finances
  • Wealth Preservation Strategies

Education

  • Master of Arts - Psychology, Wichita State University, 1990
  • Bachelor of Arts - Psychology, Wichita State University, 1985
  • Bachelor of Science - Biology, Sterling College, 1981

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Certified Financial Manager with Merrill Lynch, Pierce, Fenner, 2003-2005

Community participation

  • I'm a charter member and an officer in the St. Anne's chapter of the Knights of Columbus, a Catholic-based Fraternal Organization engaged in charity (local and global in scope).
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.
  • As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.
  • Member of the Board of Children First: CEO Kansas. Inc; a 501(c)(3) nonprofit organization in Wichita, KS which helps to improve educational developmental outcomes of low-income children.

Interests

  • I'm married with 27yr old twin boys (one of whom was just married last year) and a 34yr old daughter, married and living in Joplin, Missouri.
  • We finally have our first grandchild. He is now 2.5 years old!
  • I enjoy playing golf, basketball, bowling, & weightlifting.
  • I'm very involved in my church, St. Anne in Wichita: as a minister of music & cantor.