Personal/Business

Growing up in a hardworking, agricultural community, I learned the importance of honesty, integrity and respect for others. Relationships are key, and as a financial advisor, I believe trust and partnership play a vital role in helping you reach your financial goals.

In order to better serve my clients, in 2017, I advanced my skills by passing a series of exams and earning the CFP® certification. I am proud of how I have been able to utilize these skills to help my clients achieve their goals and enjoy their best life.

My Clients

My clients are a diverse group of people in retirement or near retirement, young professionals and business owners. I feel extremely fortunate to partner with them and provide the guidance, support and tools they need to have the means to thrive in their given endeavors.

Partnering Together

Each client relationship begins with a conversation to understand and define his or her financial goals and priorities. Following an established process, I develop financial strategies and regularly communicate to help ensure we are up to date and staying on track.

About Me

I was a wrangler on a horse ranch in New Mexico for a summer during college. I enjoy absolutely anything outdoors. In my spare time, you'll likely find me out on a lake fishing, boating or on the golf course. My wife, Kee, and I live on a farm with our four children, Sam, Levi, Silas and Selah. Our family loves playing music and sports, traveling and country life with our three horses and dog, Red.

Staff

Amie Thomas is my branch office administrator. We understand your time is valuable and welcome the opportunity to provide you with our highly personalized services.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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