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
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, Business, Economics, German, Baker University, Baldwin City, KS

Awards & recognition

  • Five Star Wealth Manager, 2012-2017

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc., 05/27/2005 - Present
  • Vice President, Dean Witter / Morgan Stanley, 07/01/1985 - 05/27/2005

Community participation

  • Cottonwood Foundation Board Director, Past President
  • Eudora Chamber of Commerce Member, 2000 to present
  • Lawrence KS Chamber of Commerce Member, 2000 to present

Interests

I enjoy relaxing and working on the farm with my family.
I like to meet people and be active in my community.
I enjoy reading great books.