My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.

Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

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
14
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

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My Videos(6 videos)

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