Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Tax Planning Strategies
  • Insurance
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • 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

Interests

  • 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

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