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, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.

Interests

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

Community Participation

Professional Advisor Council member for Community Foundation of the Ozarks

7
Years of Experience ?

Areas of Focus

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

Education

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

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My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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