In 1999, I joined Edward Jones as a financial advisor, was named a limited partner in 2007 and named a principal with the firm in 2018. With senior branch office administrators Kathy Bock and Laura Mueller, our team brings over 50 years of experience to clients using an established process and personalized strategies.

Our team enjoys working with families and business owners on complex issues and will partner with your CPA and attorney to ensure you have a comprehensive plan to achieve your unique goals.

Since 2015, I have served as a regional leader, guiding over 50 branch teams located throughout Johnson, Wyandotte and Leavenworth counties in Kansas.

My formal education includes an MBA from The University of Kansas and bachelor's degrees in electrical engineering and computer engineering from the University of Missouri-Columbia. I also hold the CFP® and AAMS® designations.

My wife, Denise, and I live in Leawood and we have two sons in their mid 20s. We enjoy golf at Blue Hills Country Club, travel (to anywhere warmer than KC), our local sports teams, and live music and theatre.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

My Personal Interests

  • Golfing
  • Racquetball
  • Traveling
  • Music
  • Art & Theater

Office Information

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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