Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Family Finances
  • Investments
  • Tax Planning Strategies
32
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
  • Financial Advisor
  • Member, Financial Planning Association
  • Bachelor of Arts Degree

Education

  • McPherson College, B.A., History and Political Science, 1979

Interests

I enjoy playing and coaching youth tennis, traveling with my family, and attending McPherson College sporting and theatre events.

Community participation

McPherson College - Board of Trustees

McPherson Industrial Development Company -Vice-Chairman

Mac Advantage Tennis Club

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2004-2006, 2008, 2009, 2010
  • Ameriprise Hall of Fame, 2009
  • Ameriprise Diamond Ring Milestone , 2002

Professional associations

  • Financial Planning Association
  • College for Financial Planning