My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Interests

Being from Kansas City I'm always trying to up my BBQ game! When the weather is nice you can most likely find me next to my grill or smoker.

I'm an avid Royals and Chiefs fan. The 2015 World Series and 2020 Super Bowls were worth waiting for!

I golf as much as possible with my wife and friends. We joined GreatLife KC last year and every weekend are playing at either Painted Hills, Shiloh Springs, Royal Meadows or Drumm Farm golf clubs! I try and hit the course at least once a week. Teaching my son and wife has been the highlight of the year for me. They've both come a long way!

My photos

1 albums
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