Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
19
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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