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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments
  • Business Retirement Plans
  • Saving for Education
  • Investment Management

Education

  • Fort Hays State University - BA Finance - Hays, Kansas
  • Baker University MBA - Overland Park, Kansas

Previous experience

  • Vice President - First National Bank of Hutchinson, 6 Years
  • Vice President and Trust Officer - Central National Bank, 7 Years

Community participation

  • I help coach my son and daughter's basketball summer team, here in Osborne
  • Joined the Osborne Chamber of Commerce and getting involved in community event planning
  • Osborne USD 392 School board member starting in 2020

Interests

  • Excited to be living back home in Osborne, Kansas where I grew up.
  • Big basketball family! We love the Kansas Jayhawks (but now my son is going to K-state, where we will have to watch the Wildcats)
  • Sports and activities have consumed us the last few years and we love it!

My photos

2 albums
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