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
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Family Finances
  • Wealth Preservation Strategies

Qualifications

  • Series 7, 63 & 65
  • Health Life & Variable Annuity Licensed

Education

  • Kansas State University

Professional associations

  • K State Alumni Association

Previous experience

  • Financial Advisor, Wells Fargo Advisors, 2005-2013
  • Financial Advisor, Fahnestock Asset Management, 2005-2005
  • Financial Advisor, Oppenheimer & Co, 2003-2005
  • Financial Advisor, CIBC World Markets Corp, 1999-2003
  • Financial Advisor, Dain Rauscher Inc, 1994-1999

Interests

  • Outdoors - enjoying the outdoors whether it is with family or friends
  • Fishing - making memories on the water
  • Golf - only when time permits