Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Cash Flow Management Strategies

Community participation

Our Advisors and Staff are committed to the communities in which they live and work, engaging and volunteering with local nonprofit organizations:

  • Boys & Girls Clubs of Hutchinson and Wichita
  • TECH Inc.
  • McPherson & Hutchinson Community Foundations
  • Kansas Food Bank
  • Habitat for Humanity
  • YMCA of Greater Wichita