Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments

Qualifications

  • FINRA Series 6, 7, 24, 63, 65, and Life & Health Insurance

Education

  • BA Business Management, Park University, Parkville Missouri

Awards & recognition

  • Ameriprise Circle of Success, 2021

Previous experience

  • Area Sales Manager, Waddell & Reed, 2019-2021
  • Regional Vice President, Waddell & Reed, 2010-2018

Community participation

  • United Way of Greater Kansas City
  • Harvesters Community Food Network Volunteer

Interests

  • I enjoy traveling and exploring new places with my wife Lauren
    • My wife and I are foodies so we enjoy trying new restaurants but also cooking at home and adding new content to her food blog
    • I compete in BBQ competitions
    • Hiking, biking, kayaking, golf and competing in marathons