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
  • Intergenerational Planning
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Christian Financial Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Small Business
  • Wealth Preservation Strategies
37
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
  • ChFC® Chartered Financial Consultant®

Interests

Spending time with my partner for life Janice is something I never take for granted. We have been blessed with three children and five grandchildren. I am passionate about helping others.

Community participation

  • Executive Baron, Cattle Baron's Ball to benefit the American Cancer Society
  • Barons Club, Member
  • Table Rock Lake Chamber of Commerce, Member
  • Springfield Chamber of Commerce, Member
  • Breast Cancer Foundation of the Ozarks
  • Child Advocacy Center
  • Lost & Found
  • Alzheimers Association
  • Developmental Center of the Ozarks
  • Springfield YMCA

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2003- 2016
  • Ameriprise Chairman's Award, 2003-2011
  • Ameriprise Circle of Success, 2011
  • Barron’s Top 1,000 Financial Advisors, 2011
  • Barron’s Top 1,200 Financial Advisors, 2015-2019
  • Ameriprise Hall of Fame, 2011
  • Ameriprise Diamond Ring Club, 2011