Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Retirement Income Strategies


  • CRPC™ Chartered Retirement Planning Counselor™


  • M.H.S.A., University of Kansas, Lawrence, KS 1996
  • M.Ed., University Missouri-Columbia, Columbia, MO 1995
  • B.S.E., Truman University, Kirksville, MO 1990

Community participation

My wife Sandy and I support a local animal rescue organization, Partners For Pets.

Volunteer for Second Harvest Food Bank

  • Second Harvest Food Bank


  • Involvement and Support of my local Community
  • Blood Donor for Inland Northwest Blood Bank
  • Camping, Reading and Travel
  • I enjoy riding, maintaining and restoring an antique BMW 1978 R80/7 motorcycle.
  • Dining with Friends and Family
  • Gardening and Woodworking

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.