Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Business Retirement Plans
  • Insurance
  • Saving for Education
  • Family Finances
  • Wealth Preservation Strategies
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Fort Hays State University: 2009-2012 - Bachelors in Marketing
  • Barton County Community College: 2007-2009 - Associates of Science

Interests

  • I love to golf around Hays, KS and all surrounding courses
  • I am a big Chiefs fan and enjoy going to the games a few times a year.
  • I am a big reader and will pick up anything by Malcom Gladwell and Jordan Peterson
  • I like to relax at the family ranch by Cedar Bluff Reservoir

Community participation

Kansas State Treasurer Advisory Committee

  • Learning Quest 529 Board Member - 2020-Present

Chamber of Commerce

  • Hays Area Young Professionals - Advisory Council - 2017-2019

Previous experience

  • Paraplanner at Ameriprise Financial, 1 year, 10 months