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.

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22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Family Finances
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Insurance
  • Charitable Giving
  • Social Security Retirement Benefits

Education

  • BS, Finance, University of Central Missouri, Warrensburg, MO

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019 - 2025
  • Solomon & Associates, Ameriprise Client Experience Award, 2020-2021, 2023
  • Ameriprise Circle of Success, 2005-2007, 2011, 2013, 2016-2019, 2021-2023
  • Five Star Wealth Manager, 2014 - 2016
  • Ameriprise Circle of Success Diamond Ring, 2023

Professional associations

  • Lawrence Chamber of Commerce

Previous experience

  • Financial Advisor, American Express Financial Advisors, Overland Park, KS., 2003 - 2005
  • District Manager, Ameriprise Financial Services., Overland Park, KS., 2005 - 2009

Community participation

Supporting my local and hometown communities are extremely important to me. I support the Warrensburg Schools Education Foundation and am on the board for the University of Central Missouri Alumni. Here in Lawrence, we support our local United Way, Just Food, as well as annual events like the Pet Supply Drive supporting the Lawrence Humane Society, Toys for Tots drive benefitting the Salvation Army, and we participate in the Walk to End Alzheimer's. I am proud to be a Leadership Lawrence Graduate of 2019, a program of the Lawrence Chamber of Commerce.

Interests

I enjoy many outdoor activities and am passionate about giving to conservation efforts, such as Ducks Unlimited, RMEF, and NWTF. Travelling with my wife Angela, two sons Jack and Andrew, and dog Destin is my favorite way to spend my time. When I'm not outdoors or spending time with my family and friends, I also appreciate working on my never-ending home project list and yardwork.

My photos

3 albums
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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.