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
21
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
  • Investment Management
  • Wealth Preservation Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Insurance
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Education

  • Dual degree in Finance and Management, Minor in Economics, Kansas State University, Manhattan, KS

Previous experience

  • Regional Director, Ameriprise Financial, 2014-2016
  • Field Leader, Ameriprise Financial, 2007-2014
  • Advisor, Ameriprise Financial, 2004-2007

Community participation

My involvement in the community is important to me, from the events we help with at the office; United Way, Just Food, Pet Supply Drive, Toys for Tots, Walk to End Alzheimer's, to coaching my kids' sports teams. Not head coach but assistant coaching!! I currently assistant coach Boyd's baseball and soccer teams. It changes as the kids are getting older and trying new activities.

Interests

From swimming in the pool to grilling/BBQing, my wife Amy, kids Adela, Boyd, and Cooper and I spend a lot of time enjoying our backyard. If the Chiefs, Royals, or Sporting KC are playing, I'm going to be watching the game or tracking how they are doing. Outside of the family, I love to scuba dive and go golfing!

My photos

2 albums
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