Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance

Qualifications

  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7

Education

  • University of Nebraska at Kearney BS Business and Technology 1987
  • McCook Community College AS Business 1985

Community participation

  • St. Alban's Episcopal Church
  • McCook Rotary
  • Various community volunteer projects

Interests

I enjoy people, running, gardening, sewing, technology and occassionally a round of golf in my spare time.