I began working with Edward Jones in 2009 in Lenexa. I've worked in a number of different fields throughout my career that all led to me to wanting to help others as a financial advisor with Edward Jones. I've previously held positions as Chief Financial Officer for Liquid Soap Products in Lee's Summit, was the Chief Operating Officer for Amanda Blu & Co. in Leawood, was Senior Vice President of Finance and Operations for InterArt Distribution in Bloomington, IN (a subsidiary of Hallmark Cards), and Operations Manager at Hallmark Cards in Kansas City.

I am a graduate from the University of Missouri, Kansas City with a BBA in finance and a MBA in Policy and Planning. I have also earned my CFP® and CPA® professional designations.

My wife, Charlena, and I have been married for 39 years and have three adult children: Mindy, Mary and Ben. We have three grandchildren: Joe, Alivia and Isaac. We have lived in the Shawnee and Lenexa area for most of our married life.

We are parishioners at St. Joseph Church in Shawnee, KS and have been since our children were very young. I am a member of St. Joseph's Finance Council and am a former officer and current member of Knights of Columbus Council 2332. I am a Leadership Lenexa Graduate for the Lenexa Chamber of Commerce and enjoyed being co-chair and a mentor for Leadership Lenexa.

I love spending time with my family and friends at the Lake of the Ozarks in the summer and am a die hard KC Chiefs football fan in the fall and winter. I enjoy most any boat, car, plane or truck with a big engine and find myself doing lots of home renovation projects for fun.

I am passionate about helping families with all their financial needs - please contact me if you would like to sit down and discuss yours.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Wealth Strategies

Office Information

Office Address

8801 Renner Ave Suite 405 Lenexa, KS 66219

Office Hours

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

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