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

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Small Business
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Insurance
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life and Variable
  • SIE - Securities Industry Essentials Examination
  • Life Insurance and Variable Products

Education

  • Missouri State University - Bachelor of Science (B.S.), Finance/ Financial Management 1989-1991

Interests

I like giving back to my Lee's Summit community by working with local government and holding leadership positions on civic and economic committees.

I also enjoy camping in The Ozarks, pheasant hunting in Kansas, fly fishing in Bennett Springs and Lake Taneycomo.

I try to stay fit and live a healthy lifestyle by jogging and frequenting my local gym.

Community participation

I enjoy helping out at my church with their Community Outreach Program.

Lee’s Summit Chamber of Commerce Governmental Relations Committee

Downtown Lee’s Summit Economic Enhancement Committee

Lee’s Summit Chamber of Commerce Business Development Council

Lee's Summit Chamber 2018 Business Development Council Chair

Professional associations

  • American Club Association (ACA)

Previous experience

  • Sr. Financial Advisor H & R Block Financial Advisors Kansas City MO, 2005-2008
  • Vice President of Investments Oppenheimer & Co., Inc. Kansas City MO, 1997-2005
  • Financial Consultant Principal Financial Group Kansas City MO, 1992-1997