Experience

Kansas State University Foundation

• United States
• Fundraising
• 100 - 200 Employee

• Sr. Director of Gift Planning - KSU Foundation

  • Oct 2022 - Present

  Legacy planning within Higher Education Legacy planning within Higher Education



Arvest Bank

• Banking
• 700 & Above Employee

• Wealth Planner

  • Apr 2022 - Nov 2022



FHSU Foundation

• Hays, KS

• Associate Vice President of Development

  • Jan 2019 - Jul 2022



Werth Wealth Management, LLC

• Hays

• Wealth Manager

  • Apr 2015 - Jan 2019

  Financial Advisor, RJFS Financial Advisor, RJFS



Central National Bank

• United States
• Banking
• 100 - 200 Employee

• Vice President and Trust Officer

  • Apr 2013 - Jan 2014



KSU Foundation

• Sr Director of Donor Relations

  • May 2012 - Apr 2013

  Manage, implement and evaluate a comprehensive program of donor relations emphasizing customer service, communication, stewardship and recognition Coordinate endowment reports and audits of fund usage – prepare balance reports; liaison for campus awarding as well as donor reporting Oversight of all Kansas State University Foundation giving societies and events Responsible for management of gift acceptance and coordinates with legal counsel/compliance on administration/documentation of all gifts Show less



Kansas State University Foundation

• KSU Foundation

• Associate Director of Gift Planning

  • May 2006 - May 2012

  Assist Kansas State University Foundation staff in completion of gifts and education of charitable gift plans Consistently close an average of thirty (30) gifts per year contributing to record breaking gift totals in the past two years Implement internal staff training opportunities and external training for insurance and financial advisors Maintain positive relationships with centers of influences within communities and campus partners to encourage gifting to Kansas State University and promote Kansas State University Foundation Maintain current knowledge of tax law, financial markets and estate planning issues Prepare, discuss and strategize complex tax efficient gifting strategies for individual donors Show less



Commerce Bank

• United States
• Banking
• 700 & Above Employee

• Vice President/Trust Officer/Commercial Lender

  • Oct 2004 - May 2006

  Direct management of trust department for the Manhattan and Hays markets; including oversight of tax returns; new business development Member of the executive management team – Manhattan Develop customer training opportunities and programmatic structure to educate in financial independence Provide workshops internally and externally to ensure knowledge of financial products Responsible for staff and community education of products and services offered Accountable for the overall portfolio management of funds within accounts Managed commercial loan portfolio and consistently reached new business development goals Show less



Central National Bank

• United States
• Banking
• 100 - 200 Employee

• Vice President/Trust Officer/Investment Broker/Commercial Lender

  • Jun 1999 - Oct 2004

  Developed trust and brokerage relationships throughout the communities served Maintained portfolio and expansion of commercial, agriculture and mortgage loans Responsible for staff security and safety – Herington branch Provide community financial training and implementation of financial senior assistance programs Prepared complex business development strategies and assist customers in achieving financial goals Developed trust and brokerage relationships throughout the communities served Maintained portfolio and expansion of commercial, agriculture and mortgage loans Responsible for staff security and safety – Herington branch Provide community financial training and implementation of financial senior assistance programs Prepared complex business development strategies and assist customers in achieving financial goals



Hillsboro Community Medical Center

• Assistant CFO/Accounting Assistant/Insurance Billing Clerk

  • Jun 1996 - Jun 1999

  Responsible for billing and insurance office staff Daily cash posting, Medicaid/Medicare billing, Medicare as Secondary Payer claims, fielded and filed insurance claims Accurately provide detailed quarterly reports to CFO and board Provide interoffice procedures that assist in customer service and best medical accounting practices Responsible for billing and insurance office staff Daily cash posting, Medicaid/Medicare billing, Medicare as Secondary Payer claims, fielded and filed insurance claims Accurately provide detailed quarterly reports to CFO and board Provide interoffice procedures that assist in customer service and best medical accounting practices