Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • 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.