I consider it an honor and a privilege to work closely with you to find out what is most important before you invest your money. Since 1996, I have been helping families and business by taking the time to understand the level of risk you're comfortable accepting, so we can develop a strategy to help meet your goals. I can help you with retirement planning, saving for education and insurance strategies.

As a 5th generation resident of Independence, my heart and roots run deep in this community. I grew up on a family farm and still live here with my family. I went to school at St. Mary's High School, received my B.A. from Rockhurst University and a Master's degree from the University of Missouri-Kansas City. I believe in being active and giving back to my community, so I am a member of the Rotary Club of Independence and a past board member of the Salvation Army. I also serve on the board of Sustainable Hope International and support many other community organizations.

Investing doesn't have to be stressful. My team of branch office administrators have 38 years of combined experience. We are dedicated to providing you with the highest level of service possible and will partner together to help keep you on track to reach your goals.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Skiing
  • Scuba Diving

Office Information

Office Address

2406 South R D Mize Rd Ste A Independence, MO 64057

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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