Advisor profile


More Than A Name

Our practice name is Heart Financial Partners. Why Heart Financial Partners? Our name reflects the experience that we want you to have when you work with us. "Heart" relates to much of what we hope to do with you and for you...

  • listen well - at a deep level to what is on your heart
  • serve well - with sincerity and kindness from the heart
  • plan well - to foster a calm and content heart through the work we do and the conversations we have together.

We also want to "partner" or come alongside you on your life journey. "Partner" implies...

  • equal standing, not one above the other
  • teamwork and collaboration
  • working toward a common interest vs. different agendas.

More About the Name

A healthy heart is a metaphor for a content spirit, that all is well with the soul (down deep). Things of the heart refers to what matters most to you. We hope to talk about all these things with you to make our conversations and planning more meaningful.
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CKA® Certified Kingdom Advisor®
  • Master of Business Administration

Education

  • MBA Master of Business Administration, University of Kansas, 1994, Lawrence, KS
  • Bachelor of Science in Business, University of Kansas, 1992, Lawrence, KS

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Community participation

CBMC (Christian Businessmen's Connection)

  • Central Midwest Region Area Leadership Team
  • Trusted Advisor Forum facilitator

Greater Topeka Chamber of Commerce, Topeka, KS

Capital City Christian Chamber of Commerce, Topeka, KS

Topeka Bible Church - various volunteer activities

Kingdom Advisors

  • Topeka Area Study Group Coordinator

Interests

  • Time with my wife Stefanie. Hiking, biking, an occasional round of golf, and enjoying our boat with family and friends. Volunteering together. Intentionally connecting with our kids as they grow in independence.
  • Bible study, mentoring others (and being mentored!), and supporting extended family as needed.
  • Following sports - KU Jayhawks, KC Chiefs, KC Royals.

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.