Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • APMA™ Accredited Portfolio Management Advisor™
  • MSFS Masters of Science in Financial Services

Education

  • Master of Science in Financial Services (MSFS), The American College, Bryn Mawr, PA 2019
  • Bachelor of Journalism (BJ), University of Missouri, Columbia, MO 1972

Professional associations

  • Financial Planning Association

Previous experience

  • Publisher, Daily American Republic, 1988-1990, Poplar Bluff, MO
  • General Manager, Daily American Republic, 1977-1988, Poplar Bluff, MO

Community participation

  • Board member of Cape Public Schools Foundation, a 501(c)3 organization dedicated to enhancing the educational opportunities for students in the Cape Girardeau public schools.
  • Board member of Poplar Bluff Schools Foundation, a 501(c)3 organization dedicated to enhancing the educational opportunities for students in the Poplar Bluff public schools.

Interests

  • Floating Current River
  • SCUBA diving
  • Golf
  • Traveling