My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

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.

Experience

? 19

Areas of Focus

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

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2015

Qualifications

  • Certified Financial Planner practitioner
  • Chartered Financial Consultant
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Education

  • Missouri State University - BS in Finance

My Photos(2 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.

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