Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Business Retirement Plans
  • Family Finances
30
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 25 years. I also love playing golf and hunting.

Community participation

I've been a member of Pittsburg Sunrise Rotary 10 years 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 nearly 20 years now. I believe that a local church has a vital role in building strong families.

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