Throughout my 26 years as a financial advisor, I have found my greatest passion lies in helping those going through major life transitions: Helping you achieve your goals for a comfortable retirement.
Your transitions could include retirement, losing a partner, or divorce. I take great pride in helping you by being supportive and understanding of the changes you are experiencing.
I help you implement savings and income plans through investment strategies, retirement plans, and insurance. Also, I help you and your family with tax smart strategies.
My clients are like family to me. I am deeply privileged that you choose to trust me with your financial wellbeing. Having a strong understanding of you and your family is of the upmost importance to me.
Please call or email me so we can visit about your goals.
I grew up in Iowa City, IA and moved to Wichita with my two children, Mike and Theresa, in 1987. Besides spending time with my family, I enjoy bicycling, cooking, and supporting causes near and dear to my heart. My favorite charity is Passageways Living Center, an organization that helps displaced veterans find somewhere to call home.
Credentials Include: Investment Advisor Representative, Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Adviser Law Examination), Life and Long-Term Care Insurance License, and Annuity License. My studies included Business, Economics, and Marketing at the University of Iowa and Wichita State University.