My Approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.


I enjoy spending time outdoors, including hiking, canoeing and camping.

Community Participation

Professional Advisor Council member for Community Foundation of the Ozarks

Years of Experience ?

Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Saving for Education


  • Master in Busines Administration (MBA), Drury University
  • B.S. Finance & Management, Drury University

Files for Download


My Videos(6 videos)

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