402 Main Street
Joplin, MO 64801
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It is my pleasure to serve the financial needs of people in the Four State area. My experience in the financial industry started in 1990 and I became a Wealth Management Advisor in 1998. I hold a Bachelor of Science degree in accounting from the University of Arkansas. Arkansas Insurance Producer License Number 4890639.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I'm a board member of the Joplin Schools Foundation, a volunteer for youth sports and a member of my church. In my free time, I enjoy spending time with my family, my interests include running and biking.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office402 Main Street
Joplin, MO 64801
Secondary office300 East 32nd Street
Joplin, MO 64804
Secondary office2208 Grand
Carthage, MO 64836
Secondary office121 West Broadway
Webb City, MO 64870
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.