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I have more than 20 years of financial services experience. I love being a financial advisor because every day is exciting. I embrace the wealth management ideal that investments are much more than simply stocks and bonds. I have dedicated my practice to helping my clients develop comprehensive wealth management plans that are tailored to their financial needs and visions. It is extremely rewarding when those plans become their roadmap to success and to see all their goals achieved.

The financial world can be complex for many people but with my knowledge and experience with retirement and estate conservation, asset allocation and tax-efficient investment strategies, I help my clients navigate the ever-changing financial landscape confidently.

I have always been interested in finance. I earned a bachelor's degree from the University of Nebraska and an MBA in finance from Rockhurst University. Prior to joining UBS in 2003, I was the Director of E-commerce for Agrilliance LLC for 5 years. Before that I was with Farmland Industries for 22 years where my last position was the Director of Retail Support. I believe my previous positions were an ideal foundation for my work as a financial advisor.

When I am not helping my clients you can find me enjoying time with my family.  My wife Connie and I have been married for 16 years.  We have two daughters, a son and two grandkids.

“Wealth is the ability to fully experience life.” Henry David Thoreau

My passion for investing started while obtaining my master’s in education from the University of Missouri. I began reading financial magazines and looking at the stock market on a daily basis and frequently had friends reaching out to me for investing advice.  I started my first adult job at M&M Mars in 1989, where I learned many business and relationship building skills and continued stock trading as a hobby. Then in 1999, I decided to make a change and follow my dreams as I began my career at PaineWeber (now UBS).

Although my dreams of being a quarterback in the NFL when I was ten years old didn’t work out, my dream of being a financial advisor did. And it brings me great joy to help others work towards their dreams and financial success that they never even knew were possible.  

I do what I do because I love making a positive difference in financial lives of my clients.  I believe everyone’s financial situation is unique and that providing them with relevant and personalized service I can help them pursue their goals.

When I am not building long lasting relationships with my clients you can find me in the mornings at my CrossFit gym and in the evenings chopping wood or smoking ribs and brisket for my wife, Jan of 22 years and my four kids.

“Go confidently in the direction of your dreams. Live the life you have imagined.” Henry David Thoreau

I have 27 years of experience with UBS. I have worked for UBS for so long because I love working with my clients every day.  I am the daughter of two hard working parents that moved from Croatia to America to give me and my two siblings the chance to write our own futures. My parents instilled in me a strong work ethic. They worked hard and truly lived the American dream.

I have brought dedication and dependability to UBS because I love what I do.  I am a skilled communicator and listener and I give great attention to detail which allows me to build strong relationships while producing excellent customer service.

When I am not helping clients, I enjoy spending time with my husband and friends.  I also enjoy gardening and I devote my time and resources to women’s shelters.

“Be Kind. Be Compassionate”

I graduated from the University of Kansas in December of 2002.  I started my career at Validity Screening Solutions where I had many jobs and responsibilities, the last was Vice President- Operations. While I was there, I learned a great deal about business and implemented many new ideas. Then in 2011, I started at Accuhealth Partners as the Director of Client Implementation. During my tenure there I helped the company streamline their client processes and learned a great deal about customer relationship development.

I enjoy helping build long-term relationships with a growing client list and exceeding their expectations. The first step towards customer satisfaction is being reached by excellent product marketing and that’s what I aspire to provide.

During my free time you can find me at any of the many sporting events I attend for my three active kids. I love spending time with my family, whether we are vacationing or just having family game night.

“Do not go where the path may lead, go instead where there is no path and leave a trail.” —Ralph Waldo Emerson