Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Professional associations

  • Association United States Army
  • Armor Association

Community participation

  • Serve on the Board of Directors of the Kansas National Guard Museum.
  • Serve on the Board of Directors of the 35th Infantry Division Association.
  • Serve on the Board for the All Veterans Memorial at the Great Overland Station.

Interests

  • I volunteer with several Veterans Organizations.
  • Enjoy snow skiing, playing softball, and traveling.
  • Dabble in gardening.
  • Last but not least, enjoy spending time with grandchildren.