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

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA® Chartered Financial Analyst®

Education

  • Missouri State University, BS Economics

Interests

When not working or studying financial markets, I enjoy spending time with my beautiful wife Becky and our three gorgeous daughters. We love trips to Colorado, horseback riding and sking. We also love helping children with special needs and their families.

Community participation

Rotary International

Awards & recognition

  • Five Star Wealth Manager, 2016

Professional associations

  • CFA Institute and Kansas City CFA Society

Previous experience

  • Portfolio Manager, Commerce Bank, 2001-2011, Kansas City, MO, 10 years