Advisor profile

What you can expect when you work with me

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.

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19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Christian Financial Strategies
  • Saving for Education
  • Retirement Planning Strategies

Education

  • Bachelor of Science in Consumer Economics & Housing from Cornell University in Ithaca, NY
  • MBA with a concentration in Finance from the University of Oklahoma in Norman, OK

Previous experience

  • Financial Advisor at Edward Jones, 2010-2014
  • Vice President/Relationship Manager in Retirement Plan Services at M&I Trust Company, 2005-2010
  • UMB Bank, Relationship Manager 1998-2004
  • Boatman's Trust Company, Retirement Plan - Administrator 1996-1998

Community participation

St. Marks United Methodist Church - Treasurer

St. Mark's United Methodist Church PDO - Board Member

Johnson County Library - Treasurer

Johnson County Library - Former Board Chair

I also participate or have participated in the following activities:

  • Coached my daughter Abby's soccer team
  • Riverside Chamber of Commerce - Member and Past President
  • Great American BBQ Contest - Past Contestant Host Chair
  • Kansas City Explorers WTT Tennis - Volunteer

Interests

*I am married to Heather and have two daughters: Abby (13) and Catherine (9)

*Most of my time is spent with my family, playing with my two girls.

*I enjoy golf, and currently trying to get Catherine to play. I coached Abby in indoor soccer and enjoy watching her outdoor team from the sidelines.

*While I like to watch most sports, my favorite sport is wrestling. I have attended 21 NCAA championships, including 2 as a participant representing Cornell. At Cornell, I was captain of the team that placed 10th in the country.

*My favorite teams are, Cornell Big Red, Oklahoma Sooners, KC Royals, Sporting KC, KC Current and Philadelphia Eagles