I am a dedicated financial advisor with over 15 years of experience in the financial and accounting services field. I will first seek to understand your personal financial goals then partner with your trusted family advisors, your CPA and attorney, to build a strategy for your family's financial and estate needs.

My background includes senior level management positions in finance and accounting. I remain current as a licensed certified public accountant, but I do not offer public accounting services.

I have earned a master's degree in business administration from the University of Missouri at Kansas City and a bachelor's degree in accounting from Missouri State University.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies

My Personal Interests

  • Coaching Sports
  • Traveling
  • Golfing
  • Technology
  • Fishing

Office Information

Office Address

8651 Penrose Ln Lenexa, KS 66219

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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