Advisor profile


Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
36
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
  • CPA  Certified Public Accountant
  • SIE - Securities Industry Essentials Examination
  • Series 3
  • Series 5
  • Series 7
  • Series 8
  • Series 63
  • Series 65

Education

  • Westminster College (MO) Bachelors of Science, Accounting
  • Barstow School

Interests

Boy Scouts

Family

Travel

Community participation

Quality Hill Playhouse Board Member

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2021
  • Ameriprise Client Experience Award, 2020
  • Barron’s Top 1,200 Financial Advisors, 2014, 2015
  • Barron’s Top 1,000 Financial Advisors, 2009, 2011, 2012, 2013

Professional associations

  • Kansas Society of Certified Public Accountants
  • Missouri Society of Certified Public Accountants

Previous experience

  • Financial Advisor - Managing Director, Ameriprise Financial Services Inc., 2017 to Present
  • Managing Director - Investments, Wells Fargo Advisors, 1988- 2017

Experience

I am a Financial Advisor and Certified Financial Planner™ professional and was formerly a practicing Certified Public Accountant. I focus on long-term financial strategies for investors with moderate risk tolerance thresholds.

CA insurance producer license number 0I57995.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.