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 Income Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Insurance
  • Family Finances
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Kansas, Bachelor of Science in Business

Interests

I enjoy cooking and hosting dinner parties, traveling to Maui Hawaii and Sand Key Florida annually and playing cards while spending time with my family and friends.

Community participation

I am passionate about supporting the search for a cure for Alzheimer's disease

Professional associations

  • Lawrence Kansas Chamber of Commerce Member