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.

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1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Income Strategies

Education

  • BA Psychology; University of Missouri-Columbia, Columbia, MO
  • MS Business Administration; Villanova University, Villanova, PA

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Deportation officer (Retired) , Immigration and Customs Enforcement, 1998 - 2022

Interests

  • I enjoy traveling to remote locations around the world with my wife Stephanie and seeing new places, especially if there is a beach involved!
  • When I'm not working and coordinating kid's schedules, I renovate our home; just finished a Kitchen remodel.
  • I am a huge Chiefs and Royals fan and my family and I love to go to games when the weather is nice.
  • For entertainment, our family loves trying out escape rooms throughout the city.