Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Small Business
  • Saving for Education
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Plan Distribution
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA® Chartered Financial Analyst®

Education

  • Missouri State University, BS Economics

Interests

When not working or studying financial markets, I enjoy spending time with my beautiful wife Becky and our three gorgeous daughters. We love trips to Colorado, horseback riding and sking. We also love helping children with special needs and their families.

Awards & recognition

  • Five Star Wealth Manager, 2016-2017

Professional associations

  • CFA Institute and Kansas City CFA Society

Previous experience

  • Portfolio Manager, Commerce Bank, 2001-2011, Kansas City, MO, 10 years