I graduated from Northwest Missouri State University in 2013 with a corporate finance degree. From there, I joined State Street Bank and Trust and spent seven years in a variety of roles. This gave me a unique opportunity to learn more about retirement, business savings, finance and fund management.

My wife, Sophia, and I reside in Lee's Summit. Sophia teaches for the Raymore Peculiar School District. We have a black lab, Dakota, that we love to spoil, and we spend as much time outdoors as possible. I also enjoy hunting, fishing, water sports and giving back to the community. I am involved in a variety of organizations that aim to conserve our public lands and expose our youth to the amazing outdoors, allowing them an opportunity to unplug for a while.

Our team includes Branch Office Administrator Angela Morris who joined our team in 2021. While away from the office, she enjoys golfing, traveling and spending time with family and friends. Together, we partner with our clients to provide exceptional service in helping them meet their goals.

We would love to speak with you today and explore how we can partner to help you achieve your financial freedom. It is important to us that we discuss your risk tolerance and a timeline to determine the strategy and steps needed to make your goals a reality. We will monitor your progress to help keep you on track and will discuss with you any adjustments needed to reach those goals. We will put in the time and effort to create a personalized strategy for you and your family.

Our office is located in Independence near I70, 291 and Highway 40 and is less than a five-minute drive from Lee's Summit, Blue Springs and Raytown. For your convenience, we also offer phone and virtual appointments. I am a registered financial advisor providing assistance to families in our area as well as several other states in the US.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Intergenerational Planning
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Outdoor Enthusiast
  • Fishing
  • Hunting

Office Information

Office Hours

Office Hours
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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