I was 16 – I remember the conversation well. My father, who owned and operated his own business for the last 25 years, sat me down at the kitchen table and decided it was time to teach me the principles of tracking my expenses, budgeting and learning the basics of investing. From that point on, I began to develop an appreciation of what true stewardship is all about. Over my 30-year journey, I have come to believe that we all have a responsibility to be the best stewards possible of what God blesses us with.

Early in my journey, I graduated from Kansas State University with a degree in industrial engineering. That education and training has proven to be a great benefit as a financial advisor. It has taught me how to analyze data, think critically and learn how to problem solve. I believe it's important for me to understand the goals you're working toward before you invest your money. It's also important to understand the level of investment risk you're comfortable with, so we can build a customized investment strategy that works for you.

Whether you're planning for retirement, saving for college tuition or building a financial future for the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also closely monitor your progress to help you stay on track and respond to life changes or unforeseen circumstances along the way. Throughout your financial journey, we're dedicated to providing you with hands-on, customized client service.

Today, with over 20 years of experience as a financial advisor, I truly feel blessed to serve others in reaching their financial and life goals. I thoroughly enjoy meeting with couples and families to discuss their goals and dreams for their future. With each person, I want to understand what is important to them. Blending my engineering education with my financial advisor experience, I use an established 5-step process to build personalized strategies tailored specifically to the needs and goals of you and your family.

My goal is to serve you and your family faithfully, partnering together throughout your life to keep you on track with your goals and dreams for your future. I look forward to hearing each of your stories and getting to know you personally. Thank you for allowing me to take you on a journey from my kitchen table to yours.