Advisor profile


What you can expect when you work with me

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.

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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance
  • Investments
  • Wealth Preservation Strategies
  • Intergenerational Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CEPA® Certified Exit Planning Advisor®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, English, Truman State University 1996-2000

Awards & recognition

  • The Bedford Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Client Experience Award, 2022, 2023
  • Ameriprise Circle of Success, 2017, 2019-2023
  • AdvisorHub Advisors to Watch (under $1Bil), 2022

Previous experience

  • Financial Advisor, Edward Jones, St Louis MO, 2003-2015
  • Operations Supervisor, UPS, St Louis MO, 2001-2003
  • Service Division, Edward Jones, St Louis MO, 2000-2001

Honored to be recognized in Forbes

We’ve got some exciting news to share: The Bedford Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. All of us at The Bedford Group couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Community participation

Interests

Investments, business ownership consulting, leadership development, running, hunting, guitar and poetry

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.