Advisor profile


Our approach

At Forward Financial Partners we provide premier wealth management services, investment strategies and financial information. We are committed to a high standard of integrity, professionalism and work ethic. We lead clients through different market cycles with independent ideas and strategies. Our clients place their financial security in us, and we take that responsibility very seriously. At Forward Financial Partners we use modern portfolio theory to help diversify assets. Investment decisions are based, but not limited to, Ameriprise and Morningstar research. Forward Financial Partners meet regularly to reevaluate portfolios and tactical positions. We believe it is important to be forward thinking in tracking portfolios. We strive to keep internal expenses as low as possible without sacrificing returns. We understand that taxes and fees need to be taken into consideration when trying to increase total return on investments.

    Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Please review the Ameriprise Financial Planning Service Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Cash Flow Management Strategies
23
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

Education

  • Bachelor of Science - Business Administration and Accounting, University of Kansas, Lawrence, KS

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2017, 2018