Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, 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 always in control of your financial life.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S in Human Resource Managment, Friends University, Wichita, KS

Interests

Playing Pickleball

Golfing

Family Vacations

Community participation

Volunteer Basketball Coach for middle school boys at Saint Catherine's of Siena

Awards & recognition

  • Ameriprise Circle of Success, 2012

Previous experience

  • Financial Advisor, Banc of America, 1996 - 2011 Wichita, KS