19930 West 117th Terrace

Olathe, Kansas 66061

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August 2016 – Present.  Chief Executive Officer (CEO), Northern Financial Advisors, Inc, Bloomfield Hills, MI.


  • July 2016 – Elected Chair-Elect of the CFP® Board of Standards for 2017 and will serve as Chair in 2018.
  • September 2016 – Recognized by the Financial Planning Association (FPA) as a recipient of the 2016 Heart of Financial Planning Award.

March 2014 – May 2014.  Manager, Financial Planning Services, BOK Financial, Overland Park KS.


  • Merger of GTrust into BOK Financial.
  • January 2015 – Elected to four-year term on the board of directors of the CFP® Board of Standards.

August 2000 – February 2014.  Senior Vice President and Senior Advisor, GTrust, Overland Park KS.

  • Chartered Financial Analyst (CFA®) – Awarded the CFA® Charter by the CFA Institute in September 2004.
  • 2009 National President of the Financial Planning Association (FPA). Previously served on FPA Chapter Leadership Resource Council.
  • Certified Trust & Financial Advisor (CTFA) – Earned the designation of CTFA from the Institute of Certified Bankers in September 2000.


July 1997 – August 2000.  Trust Officer/Advisor, The Legacy Trust Company, Overland Park KS.

  • Certified Financial Planner (CFP®) – Completed the College for Financial Planning Certified Financial Planner Professional Education Program. Passed the November 19-20, 1999 CFP® Certification Examination.  Awarded CFP® License on January 10, 2000.
  • Enrolled Agent (EA) – Passed the Internal Revenue Service (IRS) Enrolled Agents Examination in October 1998 and accepted for Enrollment to Practice before the IRS in May 1999.


April 1992 – June 1997.  Senior Partner, Financial Planning Concepts, Olathe, KS.


  • Completed Series 24, Series 7, Series 6, Series 63, Series 22 and Life, Health and Disability licensing requirements.
  • Registered Investment Advisor.


August 1988 – March 2013 (Retired).  Air Traffic Control Specialist, Air Route Traffic Control Center, Olathe, KS.


  • Outstanding Graduate, Federal Aviation Administration Air Traffic Training Course, November 1988.
  • Hired under the Airway Science Program. This program seeks college graduates with air traffic control aptitude for future management positions.
  • Recognized with an All Points/Safety Award for the assistance rendered to the pilot of a distressed cargo aircraft on April 27, 2012.




Master of Business Administration; The University of Kansas, Lawrence, KS; May 1993.


  • Earned a 80 GPA (4.0 scale).
  • Recognized as a Graduate Business Scholar during last four semesters.


Bachelor of Science; Kearney State College, Kearney, NE; August 1988.  Comprehensive Business Administration major with an emphasis in Airway Science.


  • Graduated Summa Cum Laude with a 96 GPA (4.0 scale).
  • Award of Honor, Business Department.
  • Wall Street Journal Award for Academic Excellence, 1988. (Awarded to number one graduate in business department.)


Associate degree in Liberal Arts, City Colleges of Chicago, Darmstadt, Germany; January 1986.

  • 4.0 GPA (4.0 scale) in all courses while stationed with the Army in Germany.




August 1997 – August 1998.  Combined Arms Services Staff School, Ft. Leavenworth, KS.


  • Graduated from the United States Army’s premier staff officer development program.


May 1995.  Signal Officer Advanced Course-Reserve Component, Ft. Gordon, GA.


  • Awarded Honor Graduate
  • Achieved a 100% academic average.


May 1989 – October 1989.  Signal Officer Basic Course, Ft. Gordon, GA.


  • Awarded Distinguished Graduate diploma for achieving the highest academic average (99.19%).
  • Won the Kilbourne Leadership Award. Presented to the outstanding leader of the Signal Officer Basic Course.


August 1985 – May 1988.  Reserve Officers’ Training Corps Cadet, Kearney State College, Kearney, NE.


  • Distinguished Military Graduate.
  • Cadet Battalion Commander, senior year. Established policy and procedures for the Corps of Cadets and enforced them through the cadet chain of command.
  • Earned a 5 (top 10%) rating at ROTC Advanced Camp.


January 1984 – July 1985.  Electronic Switching Systems Repairman, Det. 2, 44th Signal Bn., Darmstadt, Germany.


  • Soldier of the Year, V Corps United States Army, Europe and Seventh Army, 1985.
  • Distinguished Graduate, Electronic Switching System Repairman Course (36L10).
  • Commanding General’s Award for Military Excellence. Presented for graduating number one from basic training.

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