Business Owners - Have you ever wondered if there were investment strategies that you could be implementing that not only could help you now, but also in your retirement years? Are you trying to catch up for retirement or worried about maintaining your standard of living after you retire?

My practice specializes in taking a detail-oriented, engineering approach with business owners who desire a more thoughtful and personalized approach towards planning for the now and the future. This requires a different set of ideas, different approaches and different portfolio strategies designed specifically for those unique needs.

You would never settle for ordinary results in your profession; why settle for ordinary when it comes to your investment strategy? You could use a generic financial plan that most advisors would develop for you, but my experience shows that traditional planning may not work when you consider the intricacies of your unique situation.

We’ve created an efficient, consultative process to evaluate your case individually. We personalize comprehensive strategies around your specific circumstances to protect your family, your business and your legacy, and to help you reach your financial goals. We start with a process designed specifically for business owners to prepare for and keep up with the lifestyle you deserve in retirement.

I serve business owners nationwide.
Contact us at 913-592-4447 to schedule a call.

My Personal Interests

  • Active Lifestyle
  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Weekends

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More