Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started

Areas of focus

  • Cash Flow Management Strategies
  • Insurance
  • Investment Management
  • Retirement Planning Strategies

Education

  • BS in Finance, Minor in Marketing, University of Kansas

Community participation

Volunteering for United Way of Kaw Valley by providing learning kits.
Volunteering for United Way of Kaw Valley by providing learning kits.

United Way of Kaw Valley

Toys for Tots

Interests

I currently reside in Lenexa, KS. In my free time, you can find me spending time with family, watching the Chiefs, Royals or Kansas Jayhawks, or teeing it up on the golf course. In the summertime, I enjoy going down to my family’s place at the Lake of the Ozarks to get out on the boat, or spending time in the water.