Advisor profile


My approach

Respective Wealth is about mutual dignity and respect which begins with an understanding that what we do for our clients is a privilege. Clients entrust us to guide them; to help them find a path to seeking financial wellbeing. We understand that this is a very high honor. In a sense, we exist to guide those who place their trust in us. Being a professional financial advisor goes beyond offering answers to clients’ questions. We strive to truly understand our clients’ needs first and foremost. Only once we have a complete picture of what defines a financially secure future for those who have placed their trust in us, can we begin to enlighten them to take action.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investment Management
  • Saving for Education
  • Retirement Income Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • MBA, Rockhurst University, 1996
  • BSBA, Rockhurst University, 1988

Interests

  • Married to my college sweetheart, Beth -- we celebrated our 33rd wedding anniversary in October 2021!
  • I have 4 daughters – Natalie, Rachel, Michaela, and Hannah and 1 granddaughter, Emily (born Feb 2020).
  • I enjoy playing golf and attending Kansas City Royals games.
  • Active as a volunteer at Holy Trinity Catholic Church and with our Knights of Columbus.

Community participation

  • Member, Knights of Columbus, Holy Trinity Catholic Church (Lenexa)

Awards & recognition

  • Respective Wealth, Ameriprise Client Experience Award, 2020-2021

Previous experience

  • Business Analyst, Hallmark Cards, Inc., Kansas City, MO, 1989-2003