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

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 and Series 66

Education

  • Finance, Kansas State University, Manhattan, KS, 1998

Interests

I value a life balance between family, work and community involvement.

Interests:

  • Family activities
  • Community involvement
  • Sporting events
  • Gardening and other outdoor activities.

My wife Kristi and I celebrated our 21st wedding anniversary last July. We are blessed with two daughters, Allison and Emma.

Community participation

Financial Planning Association of Kansas

  • Board of Directors 2014 to present
  • 2017 Board President

Shriners:

  • Current, Vice President for Reno County Shrine Club
  • Member, Sunflower Shrine Club, Gridiron Shrine Club, Director's Staff
  • Past President for Reno County Shrine Club and Sunflower Shrine Club

Ducks Unlimited:

  • Treasurer, Kansas Ducks Unlimited
  • District Chairman, Hutchinson, Harvey County, McPherson and Smokey Valley

Cancer Council of Reno County

  • Board of Directors, 2019 to present

Member, Holy Cross Catholic Church

Member, Great Bend Masonic Lodge

Volunteer, Food Bank of Reno County