Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Family Finances
  • Wealth Preservation Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63 & 65
  • Health Life & Variable Annuity Licensed

Education

  • Kansas State University

Interests

  • Outdoors - enjoying the outdoors whether it is with family or friends
  • Fishing - making memories on the water
  • Golf - only when time permits

Professional associations

  • K State Alumni Association

Previous experience

  • Financial Advisor, Wells Fargo Advisors, 2005-2013
  • Financial Advisor, Fahnestock Asset Management, 2005-2005
  • Financial Advisor, Oppenheimer & Co, 2003-2005
  • Financial Advisor, CIBC World Markets Corp, 1999-2003
  • Financial Advisor, Dain Rauscher Inc, 1994-1999