Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • 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

Interests

  • Life is changing as both of our children have recently moved out. We purchased a pontoon boat as part of our new adventures. We hope it will be a way to build relationships with family & friends - and to enjoy the great outdoors. Hiking, biking, and an occasional round of golf are also on the list. I am enjoying the extra connection time with my wife Stefanie.
  • I hope to keep intentionally connecting with our kids during this time when they grow in independence. There is also more time for serving - through men's group Bible study, mentoring others (and being mentored!), and supporting extended family as needed.

Community participation

Greater Topeka Chamber of Commerce, Topeka, KS

Capital City Christian Chamber of Commerce, Topeka, KS

Northland Christian Church, Topeka, KS

  • Small group facilitator; other misc. volunteer activities

Kingdom Advisors

  • Topeka Area Study Group Coordinator

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.