Our People
Portfolio manager working with institutional and trust clients and provides oversight for Midwest Advisors’ Portfolio Advisory Group
Came to FCI Advisors in 2000 and in 2025 was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust. He serves as an equity portfolio manager and equity analyst
Has more than 40 years of experience managing portfolios for personal trusts, employee benefit plans, foundations, endowments and investment management accounts
Headed the investment management group of the Kansas City region of Mercantile Bank (now U.S. Bank)
BA, Kenyon College
MBA, Washington University, St. Louis
Chartered Financial Analyst® charterholder
CFA Institute, Member
CFA Society Kansas City, Member
President
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Head of Municipal Bond Research
Senior Vice President, Portfolio Manager
Managing Director, Trust Investment Solutions
Portfolio Manager
Senior Vice President, Co-Chief Investment Officer, Select Growth
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Portfolio Manager, Wealth Strategist
Senior Vice President, Head of Portfolio Implementation
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Investment Analyst
Senior Vice President, Managing Director Portfolio Manager, Head of Asset Allocation
Vice President, Portfolio Manager
Vice President, Portfolio Manager, Wealth Strategist
Business Development Director
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Vice President, Chief Investment Officer, Core Equity
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
