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

  • Small Business
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Charitable Giving
  • Investment Management
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CKA® Certified Kingdom Advisor®
  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • Bachelor's Degree, General Studies, University of Kansas, Lawrence, KS

Interests

  • Being a good husband, father, and family leader. Married to Terri since 1991. Two children, Marissa and Conor.
  • Being active in creating the type of community, state, and country in which I want my family to live.
  • Staying educated on events and issues related to culture and public policy.
  • History, faith, and freedom.
  • Supporting worthy charities.
  • Reading. Favorite authors are Leon Uris, Ayn Rand, Steven Pressfield. Conor is named after a Leon Uris character in "Trinity."
  • Travel to places I've never been.
  • I also enjoy golf, sports, and trying new restaurants and new foods with my wife and kids.

Community participation

Alliance Defending Freedom (formerly Alliance Defense Fund), Ambassador and member of Ambassador Advisor Council

Marine Corps - Law Enforcement Foundation, Volunteer

Kansas Advisory Board, St. Paul's Outreach

Knights of Columbus

Finance Council, Church of the Ascension, 2010-2013

Electric League of Missouri and Kansas

Awards & recognition

  • Protect. Grow. Give, RiverSource Life Insurance Company. , 2012

Professional associations

  • Electric League of MO & KS, Program, Legislative Committees
  • Heart of America Catholic Business Network
  • Kingdom Advisors

Previous experience

  • Financial Consultant, AXA Advisors, January 2008 - June 2011
  • CEO, Co-Founder, AGS, Inc., Phoenix, AZ, May 1997 - March 2006
  • District Mgr ('94-'97), Product Mgr ('91-'94), Field Sales ('88-'91), Hubbell Inc. Wiring Device Div, 1988-1997