Expertise

Head of Midwest Advisors’ Asset Allocation Committee and client portfolio manager

Experience

Joined FCI Advisors in 2000, serving as an equity portfolio manager and equity analyst. In 2025 he was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust.

Has over 20 years of investment experience, managing portfolios for foundations, endowments, personal trusts and employee benefit accounts at both Mercantile Bank and Commerce Bank

Education

BA, University of Kansas

Chartered Financial Analyst® charterholder

Professional / Civic Affiliations

CFA Institute, Member

CFA Society Kansas City, Member

CFA Society Kansas City, Past President, Board of Directors

Dose of Fun Event Committee benefiting Kansas City’s Medicine Cabinet, Past Member

Finance, Administration and Risk Management Committee of the Blue Valley Recreation Commission, Past Member

Catholic Charities of Northeast Kansas, Patron Committee Member