My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
54
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

  • BS, Business Administration, University of Colorado, Boulder, Colorado 1968-1972

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Board of Directors- Band of Angels bandofangels.org

Endowment Committee Chair of The Temple, Congregation B'nai Jehudah

Interests

My wife and I love to travel not only to see the world but also to visit our kids and grandchildren. Golf is a hobby I will have for my lifetime. Donating time by working with the community is a real passion of mine as is evidenced by my involvement and leadership with my 1500-home homes association in Leawood, KS. I also serve on the Board of Directors for Band of Angels and am Endowment Committee Chair at my synagogue.

My photos

1 albums
close