Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
27
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, 1993 Finance, Wayne State College, Wayne, NE
  • Bachelor of Arts, 1993 Business Management, Wayne State College, Wayne, NE

Interests

I have always enjoyed the outdoors and staying physically fit. When I am not working, I enjoy fishing, boating and working out. I am an avid Kansas City Royals and Chiefs fan but my favorite team is the University of Iowa Hawkeyes. I also enjoy driving my 1969 Camaro whenever possible.

Community participation

I have been active with the Kansas City, MO Chapter of Big Brother/Big Sister since 2002 and I recently joined the Lee's Summit Chamber of Commerce.

Awards & recognition

  • Five Star Wealth Manager, 2013-2017

Professional associations

  • Certified Financial Planner
  • Charter Retirement Planning Counselor

Previous experience

  • Associate Vice President, Ameriprise Financial Advisors, 2008-Present, Overland Park, KS, 2008-Present
  • Financial Advisor, H&R Block Financial Advisors, 2005-2008, Overland Park, KS, 2005-2008
  • Financial Advisor, Piper Jaffray, 2001-2005, Leawood, KS, 2001-2005
  • Branch Manager, Olde Discount Stockbrokers, 1998-2001, Shawnee Mission, KS, 1998-2001
  • Financial Advisor, Olde Discount Stockbrokers, 1994-1998, West Des Moines, IA, 1994-1998

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.