Expertise

Client portfolio manager and member of the Wealth Planning Group, Fixed Income Strategy Team, Manager Research and Asset Allocation Committee

Experience

Joined the organization in 2000 and has more than 35 years of experience in portfolio management

Managed client portfolios at American National Bank, now J.P. Morgan, and Commerce Bank of Kansas City, working with personal trusts, employee benefit accounts, foundations, endowments and investment management accounts

Education

BA, University of Kansas

MBA, De Paul University

Chartered Financial Analyst® charterholder

Professional / Civic Affiliations

CFA Institute, Member

CFA Society Kansas City, Member

Bethany Lutheran Foundation, President

Kansas State Treasury Advisory Committee, Board Member