Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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
39
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, 2022
  • Ameriprise Circle of Success, 2011, 2020
  • Ameriprise Chairman's Advisory Council, 2003- 2016
  • Ameriprise Chairman's Award, 2003-2011
  • 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.