Advisor profile

What you can expect when you work with me

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.

Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

  • B.S in Human Resource Managment, Friends University, Wichita, KS

Awards & recognition

  • The Bedford Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Client Experience Award, 2023
  • Ameriprise Circle of Success, 2023

Previous experience

  • Financial Advisor, Bank of America, 1996 - 2011 Wichita, KS

Community participation

Volunteer Basketball Coach for middle school boys at Saint Catherine's of Siena

Interests

Playing Pickleball

Golfing

Family Vacations

My photos

3 albums
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