My wife, Kelly, and I live just west of Columbia in rural Boone County where we have raised our two children as well as horses and dogs. I have a passion for coaching others. In the professional world, I take great joy in coaching my clients to successfully achieve their goals as well as other financial advisors in improving client outcomes. In my personal life, I have coached my kid's little league teams and have been involved in the Boone County 4H program as a 4H club leader. This has afforded me a wonderful opportunity to coach children in developing their leadership skills.

As a financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. I take pride in making sure that my clients are planning for a bright future, while being prepared for potential bumps in the road along the way.

We use an established process to build personalized strategies for you to achieve your goals. This strategy will be based on your individual feelings concerning risk as well as the length of time before the money is needed. Once that strategy is in place, we will partner with you, throughout your life, to help make sure you stay on track and successfully achieve what's most important to you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Charitable Giving

My Personal Interests

  • Horseback Riding
  • Spending Time with Family
  • Farming
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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