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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Insurance
  • Family Finances

Education

  • University of Kansas, Bachelor of Science in Business

Awards & recognition

  • Dan Cary and Associates, Ameriprise Client Experience Award, 2022-2023

Professional associations

  • Lawrence Kansas Chamber of Commerce Member

Community participation

I am passionate about supporting the search for a cure for Alzheimer's disease

Interests

I enjoy cooking and hosting dinner parties. I also enjoy boating at Clinton Lake, traveling to Maui Hawaii and Sand Key Florida and playing cards while spending time with my family and friends.

My photos

2 albums
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