Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
25
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℠

Education

  • Missouri State University, BS Finance, 1992

Interests

I enjoy spending time with my family. My wife, Cathy, and I have two sons, Brandon (19) and Nolan (17). I helped coach their soccer, basketball, and baseball teams along with helping them with school projects and homework. I also enjoy traveling, various sports, and exercising.

Community participation

I, and my family, volunteer time at two charities. At Father Dempsey's, we help cook and serve breakfast on various weekends for the residents. We also help families of F.A.S.T. (Foster Adoption Support Team) by spending time volunteering and providing food and clothing items.

Awards & recognition

  • Five Star Wealth Manager, 2012-2019
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Ameriprise Circle of Success, 2004-2019
  • Ameriprise Chairman's Advisory Council, 2005, 2014, 2015
  • Ameriprise Diamond Ring Club, 2014