Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Small Business
  • Saving for Education
  • Insurance

Qualifications

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

Education

  • Kansas State University - B.S. Business Management

Awards & recognition

  • Viridian Wealth Management, Ameriprise Client Experience Award, 2023, 2022

Community participation

We have personally always felt it is important to use your time, talents and treasures for several primary purposes including to live, save, share and enjoy.

I am an active member of St. Andrews Church and a past council member and officer.

I have been a long-time member of our local Rotary club. The projects that this organization is committed to both locally and internationally have made a substantial impact on the world.

I am a past board member of the Abilene Chamber of Commerce.

My wife has been in elementary education her entire career. And as such, we have been supporters of several charitable organizations that benefit at risk children.

Interests

My wife, Kelly and I are both graduates of Kansas State and we love getting back to Manhattan for Wildcat football or basketball games.

Kelly and I have 3 adult children and 2 grandchildren. We enjoy hosting gatherings with our family and friends.

During the summer months, we enjoy spending time on our boat on the lake with family and friends. Our three year old grandson loves to drive papa's boat!

With our three kids now all out of college, this allows us a little more time for travel and time on a beach with a good book.