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.

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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
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies


  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • CMFA® Certified Military Financial Advisor®


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

Awards & recognition

  • Five Star Wealth Manager, 2013-2022
  • Black, Davis & Associates, Ameriprise Client Experience Award, 2023

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

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.


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.

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.