Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Charitable Giving
  • Investments
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Plan Distribution
  • Family Finances
  • Investment Management
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Income Strategies
  • Saving for Education
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®

Education

  • Kansas State University, M.S., Counseling/Personnel Services, 1991
  • Kansas State University, B.S., Agriculture, 1984

Awards & recognition

  • Ameriprise Circle of Success, 2018-2022
  • Ironstone Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Community participation

  • Dickinson County Historical Society, Member
  • Abilene Area Chamber of Commerce, Member, Abilene, KS
  • Memorial Hospital Foundation, Board Member

Interests

I enjoy spending time with my family (especially my grandkids!), helping out on the family farm and if there is ever time to relax, I love reading and gardening.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.