Advisor profile


Our 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
18
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

  • Respective Wealth, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2007, 2008, 2014, 2016
  • Five Star Wealth Manager, 2013

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.