

Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Coaching Sports
- Pickleball
- Outdoor Enthusiast
- Cooking
Team Members
Katie LeeSr. Branch Office Administrator
Ava LinebachBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(660) 584-7393Fax
(855) 684-6662Office Address
1721 Main StHigginsville, MO 64037opens in a new window
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