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
  • Business Retirement Plans
  • Retirement Income Strategies
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License-General Securities Representative
  • Series 24 License-General Securities Principal
  • Series 63 License-Uniform State Exam
  • Life, Health and Variable Annuity Licensed
  • Series 53 License-MSRB Principal

Education

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

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 Mike Shildt during games.

I also enjoy St. Louis Blues hockey, Kansas City Chiefs football and Mizzou athletics.

Community participation

  • Member, and past president, of Kirksville Rotary Club
  • Finance Council member, Mary Immaculate Catholic Church
  • 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
  • Member, Kirksville Area Chamber of Commerce