Advisor profile


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.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Saving for Education
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

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.

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

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