Growing up in the agriculture industry in Western Kansas, I learned firsthand about scarcity and abundance from inclement weather, unfavorable markets, and many other unforeseen factors. After graduating from St. Mary of the Plains College in 1984, I entered the banking industry, thus continuing my education into the pitfalls of debt.
These noteworthy experiences along with completing my MBA in 1988 led me naturally to the profession of financial planning, where I became licensed through IDS financial services, a subsidiary of American Express in 1989. My unique perspective is the culmination of a varied background along with a continuing education, which serves as a compass when advising our clients.
- Retirement Income Certified Professional™ - RICP® 2016
- CERTIFIED FINANCIAL PLANNER™ - CFP® 1995
- Pittsburg State University - MBA 1988
- St Mary of the Plains College - BA Economics; BA Government 1984
Topeka Kansas has been our home since 1988 where, along with my wife Alice, we have raised four outstanding children: Caitlin, Austin, Alex, and Claire.