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My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

  • Spending time with my wife, Jessica.
  • My kids, Dylan (daughter) and Cyrus (son).
  • Traveling.
  • Golfing, and anything outdoors like hiking and biking trails.

Community Participation

  • National Multiple Sclerosis Society, Advisory Board Member
  • Developmental Center of the Ozarks, Advisory Board Member
  • National Multiple Sclerosis Society, Team Member, MS 150 participant
  • Springfield, Missouri Strategic Planning Committee member
  • Springfield, Missouri Chamber of Commerce member
  • Springfield, Missouri Chamber of Commerce "The Network" member

Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Education Planning
  • Retirement Plan Distribution
  • Charitable Giving

Experience

Education

  • University of Missouri - Columbia ®