Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 8 - General Securities Sales Supervisor Examination
  • Series 31 - Futures Managed Funds Examination
  • Series 52 - Municipal Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • University of Kansas, 1988 Bachelor of Science Business Administration

Interests

  • Biking
  • Exercising
  • Travel

Community participation

Sponsor of the Salvation Army and American Cancer Society

Professional associations

  • University of Kansas Alumni Association