My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I 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.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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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