My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

Playing with my kids.

Playing golf and watching all sports.

Community Participation

My wife and I provide pre-marital counseling at our church for young couples who are getting married.

Volunteer judge for InvestWrite which is a program designed to help students sharpen critical thinking skills as they compose essays on investment related topics. The program builds a bridge between classroom learning and real-world investments decisions.

Areas of Focus

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

Experience

17

Qualifications

  • Certified Financial Planner practitioner
  • Chartered Financial Consultant
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Education

  • Missouri State University - BS in Finance

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Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.