Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Kansas State University B.S.-Finance

Interests

Family/grandchilren, golf, and hunting

Community participation

  1. Past U.S.D. #101 School Board Member
  2. Neosho Memorial Regional Medical Center Board Member
  3. Past Southeast Kansas Education Service Center Board Member
  4. Past Neosho Valley Enterprises, Inc. Board Member
  5. Neosho Memorial Regional Medical Center Foundation Member
  6. Crestview Country Club Board Member

Professional associations

  • Financial Planning Association