Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Business Retirement Plans
  • Family Finances
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • Pittsburg State University 1990 - Bachelor of Business Administration in Finance

Interests

My primary interest is my family and my church. I have 4 wonderful children, and have been married to my high school sweetheart for more than 30 years. I also love playing golf and hunting.

Community participation

I'm a member of Pittsburg Sunrise Rotary because I believe in the international mission of Rotary. We foster better relationships among cultures while serving our local community.

I've been a member of Pittsburg Area Chamber of Commerce for more than 25 years now because economic development and networking are vital to our community.

I've been a member of Covenant Harvest Church for more than 20 years. I believe that a local church has a vital role in building strong families and communities.

I recently became the Treasurer of Fostering Connections, a non-profit faith based organizations that serves families and children in foster care.