My mission as a financial advisor is to help empower individuals and business owners to achieve their financial goals and live their best lives. We strive to be a trusted partner for our clients, offering guidance and personalized solutions that are tailored to their unique needs and aspirations. Whether our clients are seeking to build wealth, protect their assets or plan for retirement, we are committed to providing the knowledge, tools and support they need to succeed.

For individuals, we are dedicated to helping them achieve financial independence and freedom. We believe that everyone deserves the opportunity to create the life they want, and we are committed to providing the guidance and resources they need to help make it happen. Whether our clients are saving for a down payment on a house, planning for their children's education or preparing for retirement, we are here to help them every step of the way.

For business owners, we focus on helping them navigate the complex financial landscape of running a successful enterprise. We work closely with our clients and their professional teams (CPA/attorneys) to develop customized strategies that address their unique challenges and opportunities, such as managing cash flow, optimize taxes and planning for growth. Our goal is to help business owners achieve financial security and success, so they can focus on what they do best: running their business.

My wife, Sophia, and I met at Northwest Missouri State and have two beautiful black Labradors at home, Daisy and Dakota. We are expecting our first child in 2023 and couldn’t be more excited.

Our team includes Branch Office Administrator Angela Bruntmyer. 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.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

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

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

Branch Team

Email Me

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