Advisor profile


What you can expect when you work with me

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.

Get started
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Social Security Retirement Benefits
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Missouri Life & Health Insurance License
  • Series 66 License
  • Series 7 License

Education

  • Bachelor of Science in Finance, Missouri State University

Awards & recognition

  • Achieve Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Achieve Private Wealth, Ameriprise Client Experience Award, 2023

Professional associations

  • Ozarks Food Harvest
  • Ronald McDonald Charities of the Ozarks
  • Leadership Springfield Class 44

Community participation

  • Enhanced Enterprise Zone, board member 2021-2025
  • Leadership Springfield Class 44
  • Ozarks Food Harvest
  • Ronald McDonald House Charities of the Ozarks

Interests

I love spending time with my wife and daughter.

I enjoy watching the Springfield Cardinals.

Being a graduate from Missouri State University, it's always fun watching the Bears play.

In my spare time, I find documentaries interesting.