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
38
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

  • Forbes Best-in-State Wealth Advisors, 2021
  • 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, 2020
  • Ameriprise Diamond Ring Club, 2011

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.