I have found that my clients truly appreciate the time I take to educate them on the strategies and investments we will be using, which in turn, helps them feel confident when making decisions.

I hold my FINRA 7 and 66 registrations, as well as the Life Accident and Health Insurance Agent License.

Outside of the office, I am an active husband and father, spending a lot of time at my two sons' games, track meets, etc. I grew up in a small rural community near St. Louis but my wife and I have lived in the Kansas City area for over 20 years.

1. Who we serve:

We help a select group of individuals manage their financial assets so they can focus their time and energy on the things that are most important to them. My practice includes corporate executives, entrepreneurs, business professionals, small businesses and retirees who have accumulated assets, yet need help developing a strategy to enjoy a comfortable retirement, approaching a major life transition or serving future generations by leaving a lasting legacy.

2. What we provide:

a. Solutions-based advice and excellent service
b. Thought leadership and behavioral coaching
c. Organize, build, protect and transfer your wealth

3. What we look for in our clients:

a. Goals driven
b. Serious, long-term investor
c. Responsive and willing to follow through on our advice

4. Our philosophy:

A one-size-fits-all approach may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals. We then partner with you throughout your life to help make sure you stay on track.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Camping
  • Golfing

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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