Advisor profile


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.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Saving for Education
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

Interests

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

Community participation

Professional Advisor Council member for Community Foundation of the Ozarks