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
30
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
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Education

  • MBA, University of Kansas, 1980

Professional associations

  • Past President, Northrock Opitmist Club, Wichita, Kansas

Community participation

More than twelve years as a member of Optimist International.

Interests

I've performed in a blues bands for past 30 years called The Night Watchmen. We've played locally at the Oxford Blues Festival in Oxford Kansas. We also have played at the Winfield Art in the Park festival. We've performed with many blues legends, including Buddy Guy, Big Twist and the Mellow Fellows and Will Clark. Come check us out at the local blues festivals!