Advisor profile


My approach

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. I work with my client’s attorneys and CPAs to help bring clarity and comfort by guiding them — and their families — through the process. My clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. I can help ensure they leave the legacy they want.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Small Business
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Insurance
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life and Variable
  • SIE - Securities Industry Essentials Examination
  • Life Insurance and Variable Products

Education

  • Missouri State University - Bachelor of Science (B.S.), Finance/ Financial Management 1989-1991

Interests

I like giving back to my Lee's Summit community by working with local government and holding leadership positions on civic and economic committees.

I also enjoy camping in The Ozarks, pheasant hunting in Kansas, fly fishing in Bennett Springs and Lake Taneycomo.

I try to stay fit and live a healthy lifestyle by jogging and frequenting my local gym.

Community participation

I enjoy helping out at my church with their Community Outreach Program.

Lee’s Summit Chamber of Commerce Governmental Relations Committee

Downtown Lee’s Summit Economic Enhancement Committee

Lee’s Summit Chamber of Commerce Business Development Council

Lee's Summit Chamber 2018 Business Development Council Chair

Professional associations

  • American Club Association (ACA)

Previous experience

  • Sr. Financial Advisor H & R Block Financial Advisors Kansas City MO, 2005-2008
  • Vice President of Investments Oppenheimer & Co., Inc. Kansas City MO, 1997-2005
  • Financial Consultant Principal Financial Group Kansas City MO, 1992-1997

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.