I enjoy helping people achieve what is most important to them. Whether that is ensuring a comfortable retirement, an inheritance for future generations or a gift to charity, I want each client to have comfort and confidence knowing where they stand with respect to meeting their financial goals. The ability to share in client dreams, celebrations and milestones is extremely rewarding to me.

I am a native Kansan with a background in finance and 16 years in the energy industry. I recently moved back to the Midwest for this role to be closer to family and raise our kids in a smaller community.

I am a graduate of Kansas State University with a degree in finance. Upon graduation, I moved to Houston, TX and joined the ConocoPhillips Commercial organization. My interest in markets continued to grow throughout the various roles I held at ConocoPhillips and Phillips 66. My experience in energy includes trading electricity and natural gas, developing new infrastructure projects and managing aviation fuel logistics for the entire US. While at ConocoPhillips, I met my wife while playing company softball in right field. Kristen is a Naval Architect who grew up in Michigan. She is a great partner, friend and mother to our three children. As a family, we enjoy the theatre, arts, food and travel. I also enjoy running and hunting.

Our office is rounded out with two tenured branch office administrators, Stephanie Wolf and Susan Cossel. Susie, as my kids remind me, really runs the office. She is always there with a smile and steps up to fill any need, including involvement in planning the local Alzheimer's Walk.

Whether you're planning for retirement, saving for college or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. Please contact us to start planning or review a current plan. We look forward to building a lifelong relationship.

Focus areas

  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

My Personal Interests

  • Art & Theater
  • Running
  • Hunting
  • Traveling

Office Information

Mailing Address

Po Box 1753 Salina, KS 67402

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 - 04:00PM
Sat Closed
Sun Closed

Branch Team

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