Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Small Business
  • Charitable Giving
  • Saving for Education
28
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

  • Bachelor of Arts, University of Missouri 1984
  • Master of Arts, University of Kansas 1993

Interests

  • As an Army Veteran, I enjoy sponsoring a Veterans lunch each November.
  • I love classic cars and enjoy attending car shows. My favorite is in Ottawa.
  • I enjoy fishing, hiking and Alaskan adventures.
  • I enjoy boating on Clinton Lake.
  • I love to travel. My favorite destinations are the National Parks.
  • I am a black belt in Tae Kwon Do, having been trained by Grand Master Park.

Community participation

I am a current member of the Lawrence Chamber of Commerce, the Antique Automobile Club of America, and First United Methodist Church. I am also involved in Boy Scouts and the Lakeview Hunting and Fishing Club. I also serve as a member of the Lawrence Salvation Army Advisory Board.

Awards & recognition

  • Ameriprise Circle of Success, 2002-2010

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.