I began my investment industry career in 1981 and joined Osaic in 2026. I provide customized guidance to help clients pursue their goals and address their vast wealth management needs.

By developing a long-term relationship and having access to a full suite of services, I will work with you to understand your goals, your ability to invest, and create a diverse portfolio with an emphasis on fixed income investments. You can expect simple explanations and a common-sense approach to the markets. I draw upon my knowledge gained from my 45 years of experience to help you navigate a range of financial topics, including investment planning, wealth accumulation, estate planning issues, tax-advantaged investing strategies, and retirement planning strategies.

I graduated from Washburn University and hold Series 7, 9 & 10, 53, 63, and 65 securities licenses.