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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6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • Bachelors of Science in Business Administration from Oklahoma State University

Community participation

When it comes to participating in the community, you can often find me working with the Knights of Columbus at St. Elizabeth Ann Seaton in Wichita. With them I help with firework stands, participate in monthly meetings, pancake breakfasts, and annual Tootsie Roll drives for the handicapped. Also, as a member of the Knights of Columbus, I take time to help with my hometown parish of Sacred Heart in Arkansas City. It is important to me to help the community that helped turn me into the man I am today.

  • Knights of Columbus

Interests

Outside of the office I enjoy doing things that allow me to spend time with friends and family and to also grow as a person. A few of my interests and hobbies include:

  • Relaxing with a good book to learn more or relax after a long day.
  • Playing guitar. I have been playing since I was 15.
  • Going to concerts and events in the local area.
  • Spending time with family and friends at Table Rock Lake.