My Approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Interests

  • My family. Patti and I have two grandsons and a third on the way!
  • Church events, community events and area festivals.
  • Cooking for Family Events. BBQ is my favorite!
  • Golf. It's one of the most challenging activities for any age player.
  • Fishing on Lakes Taneycomo and Tablerock in Missouri.

Community Participation

  • Retired Mayor, City of Fremont Hills, MO
  • Member BPOE Elks Lodge #409
  • Former Member, Board of Governors, Finley River Community Foundation
15
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Investment Management
  • Charitable Giving

Education

  • BBA Finance, University of Missouri- Kansas City 1986
  • Certificate, Transportation Logistics, UMKC 1985

Files for Download

More

My Videos(6 videos)

View All Videos