My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • Bachelors of Science in Business Administration from Oklahoma State University

Community participation

When it comes to participating in the community, you can often find me working with the Knights of Columbus at St. Elizabeth Ann Seaton in Wichita. With them I help with firework stands, participate in monthly meetings, pancake breakfasts, and annual Tootsie Roll drives for the handicapped. Also, as a member of the Knights of Columbus, I take time to help with my hometown parish of Sacred Heart in Arkansas City. It is important to me to help the community that helped turn me into the man I am today.

Interests

Outside of the office I enjoy doing things that allow me to spend time with friends and family and to also grow as a person. A few of my interests and hobbies include:

  • Relaxing with a good book to learn more or relax after a long day.
  • Playing guitar. I have been playing since I was 15.
  • Going to concerts and events in the local area.
  • Spending time with family and friends at Table Rock Lake.