Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
27
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 (21) and Nolan (18). I helped coach their soccer, basketball, and baseball teams along with helping them with school projects and homework. Now that they are both off the college, Cathy and I will be enjoying our empty calendars with traveling, playing tennis and golf, volunteering, and finding other hobbies and interests to occupy our time.

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, 2012-2021
  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Ameriprise Circle of Success, 2004-2021
  • Ameriprise Chairman's Advisory Council, 2005, 2014, 2015
  • Ameriprise Diamond Ring Club, 2014

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.