Knowledge, experience, leadership And the confidence to pursue your goals
I have more than 20 years of financial services experience. I embrace the wealth management ideal that investments are much more than simply stocks and bonds-having dedicated my practice to helping my clients develop comprehensive wealth management plans that are tailored to their financial needs and visions. I leverage my knowledge and experience with retirement and estate conservation, asset allocation and tax-efficient investment strategies to help my clients navigate the financial landscape.
I hold Series 7 and 66 securities licenses, as well as licenses to offer life and health insurance. Prior to joining UBS in 2003, I was the director of e-commerce for Agrilliance LLC and the director of retail support for Farmland Industries. I earned a bachelor's degree from the University of Nebraska in Lincoln, NE, and an M.B.A. in finance from Rockhurst University in Kansas City, MO.
My wife, Connie, and I reside in Kansas City, KS, and have two daughters, Michelle and Kristin, as well as a son, Aaron. I am very involved in the community, and enjoy the outdoors and physical activities.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Kansas City West Plaza |
June 2003 - Present |
Russ Schneemeyer Enterprises |
Owner |
Kansas City |
March 2002 - June 2003 |
Agriliance LLC |
Director - e-commerce |
Kansas City |
January 2001 - March 2002 |
Farmland Industries Inc. |
Director - Retail Support |
Kansas City |
June 1997 - January 2001 |
Farmland Industries Inc. |
Sales Manager |
St. Louis |
June 1992 - June 1997 |
Farmland Industries Inc. |
Product Manager |
Kansas City |
March 1990 - June 1992 |
Farmland Industries Inc. |
General Manager - Farmland Transportation Inc. |
Kansas City |
April 1988 - March 1990 |
Education
- B.S. Agronomy, University of Nebraska - Lincoln, 1975
- M.B.A. Finance, Rockhurst University, 1988
Licenses
- Series 62, Corporate Securities Limited Representative
- Series 63, Uniform Securities State Agent
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Life and Health Insurance Licensed: CO, KS, MO, NE
- Series 7, General Securities Representative
Registered States:
AR, AZ, CA, CO, FL, GA, IL, KS, MI, MO, MS, NE, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WY