Advisor profile


My approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services as well as the flexibility in the way you choose to work with us, be it online, in person, or both. The choice is yours.


28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Business Retirement Plans
  • Saving for Education

Qualifications

  • Series 7 License-General Securities Representative
  • Series 24 License-General Securities Principal
  • Series 51 License-MSRB Principal
  • Series 63 License-Uniform State Exam
  • Life, Health and Variable Annuity Licensed

Education

  • Bachelor of Science from Truman State University, Kirksville, MO
  • MBA from University of Missouri, Columbia, MO

Community participation

  • Member, and past president, of Kirksville Rotary Club
  • Finance Council member, past Parish Council member, Mary Immaculate Catholic Church
  • Board member, Kirksville Area Chamber of Commerce
  • Past Board member, United Way of Adair County
  • Past Board member, and past president, Westminster College Parents Association
  • Past-Board member, Kirksville R-III Athletic Booster Club

Interests

My interests include spending as much time as possible with my children and grandchildren. Dale Jr. and his family live in Mexico, Missouri and Angie and her husband and two children live in St. Louis, so we're able to get together frequently.

I enjoy all sports but am especially fanatical about St. Louis Cardinal baseball. As much as I enjoy attending Cardinal games in person when possible, or watching on television or listening on radio, I also enjoy "playing" General Manager during the off-season and managing along with Oli Marmol during games.

I also enjoy Blues hockey, Chiefs football and Mizzou and Truman State University athletics.