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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Business Retirement Plans
  • Family Finances

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

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

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.

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.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.