Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Bachelor of Science

Education

  • Iowa State University, Bachelor of Science, Major Finance, 1995

Interests

I am the proud father of my seven children: Chase 18, Skyler 16, Ava 14, Cooper 13, Carter 9, Aries 6 and Athena 5.

When I'm not with my family or at the office, I devote my time to Westside Family Church in Lenexa, KS.

Community participation

Sunday School Teacher for ages 2-3 at Westside Family Church in Lenexa, KS.

Active in my children's sporting and extracurricular activities.