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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Charitable Giving

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • University of Kansas, Business Administration & Management, 2008

Awards & recognition

  • Ameriprise Client Experience Award, 2022, 2023
  • Rise Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Investment Advisor Representative at Citizens Financial Services, 2015-2022
  • VP & Trust Officer at Peoples Bank and Trust, 2015-2016
  • Trust Officer at Sunflower Bank, 2010-2013
  • Financial Advisor at Edward Jones, 2008-2010

Interests

- Hunting- The Outdoors- Spending time with Family and Friends- Helping the local community by serving on many boards