My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • My family. Patti and I have two grandsons and a third on the way!
  • Church events, community events and area festivals.
  • Cooking for Family Events. BBQ is my favorite!
  • Golf. It's one of the most challenging activities for any age player.
  • Fishing on Lakes Taneycomo and Tablerock in Missouri.

Community Participation

  • Retired Mayor, City of Fremont Hills, MO
  • Member BPOE Elks Lodge #409
  • Former Member, Board of Governors, Finley River Community Foundation
13
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Investment Management
  • Charitable Giving

Education

  • BBA Finance, University of Missouri- Kansas City 1986
  • Certificate, Transportation Logistics, UMKC 1985

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