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.

• B.S. Agronomy, University of Nebraska - Lincoln, 1975
• M.B.A. Finance, Rockhurst University, 1988

• 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

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