Advisor profile


My approach

Respective Wealth is about mutual dignity and respect which begins with an understanding that what we do for our clients is a privilege. Clients entrust us to guide them; to help them find a path to seeking financial wellbeing. We understand that this is a very high honor. In a sense, we exist to guide those who place their trust in us. Being a professional financial advisor goes beyond offering answers to clients’ questions. We strive to truly understand our clients’ needs first and foremost. Only once we have a complete picture of what defines a financially secure future for those who have placed their trust in us, can we begin to enlighten them to take action.

Our name is derived from our core values and has real word meaning and suggests respectful and thoughtful experiences. Our lantern logo symbolizes the welcoming, guiding and enlightened service we bring to clients.


Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Saving for Education
  • Small Business
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Kansas State University
  • Bachelor of Science in Business Administration 2003

Interests

  • I enjoy traveling, skiing, and attending sporting events.

Community participation

Host for Harvesters Community Food Network

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2014, 2016
  • Five Star Wealth Manager, 2013