Where are you in your financial journey? Just starting or perhaps a long way along? Have you experienced a change that required you to make a detour? Are you at or near an intersection that will require you to make serious choices?

Helping individuals and families navigate their path to financial wellbeing is what I love to do. The first steps of the journey are for me to understand your priorities and current situation. If you choose to proceed, my branch team and I will work with you and other professionals, as necessary, to create a strategy and put it into action. We will communicate with you and adjust the strategy if your goals or circumstances change.

My financial journey began in high school. I grew up on a dairy farm and owned dairy cattle as a project, so I learned to budget and work with banks. The idea of milking cows every day motivated me to earn an ROTC scholarship, and I served for over seven years as an officer in the U.S. Air Force. My career with Edward Jones started in 1990 in Mission, KS. I relocated to St. Louis, MO, where I held multiple leadership roles, some as a general partner of the firm, before returning to Kansas. I have BS and MBA degrees from the University of Missouri and hold the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Consultant® and Accredited Asset Management Specialist™ designations which enable me to serve individuals, business owners, executives and professionals more deeply.

My wife, Andrea, and I have six adult children, two grandchildren, three cats (former rescue kittens) and two dogs. We are active in our church and support several organizations including the United Way of Kaw Valley, the Rotary Club of Topeka, the Combat Air Museum, the Topeka & Shawnee County Public Library, and the Topeka Zoo & Conservation Center. I was honored to serve on the board of the National World War I Museum and Memorial from 2014 until 2022.

Please contact me for a free no-obligation consultation. Most initial consultations last 45 minutes and can be done in person, via web conference or by telephone. Thank you for your consideration. I look forward to speaking with you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Pets
  • Art & Theater
  • History and Museums

Office Information

Office Hours

Office Hours
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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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