Balance – Successful individuals, families and business owners understand the importance of balance. Balancing your time between work, family, outside organizations, outside interests. Juggling how much can we spend? How much should we save? How do we plan for the unexpected? Having the wisdom to be present in your work and relationships. Knowing that perfection is fleeting but continuing to strive for what's best.

Keeping things simple – I'm a born and raised Kansas City native, having only left home during my college years. I moved back to KC and four days later, met my wife, Melanie. We have one fantastic child and two Wirehaired Pointing Griffons. We have simple priorities. We love the outdoors, the Midwest and the Rockies and explore them as often as we can. Outside of work, I give my time to community organizations while also spending time with friends and family. I believe a simple plan is usually the best plan.

Focus – I began my career at Edward Jones to guide financial lives into focus. Focusing on your priorities. Focusing on what's most important to you. Your financial goals are our goals. Bringing a plan into focus on what's most important to you and balancing your financial goals with your life goals is my goal.

Anything and everything is possible. Let's explore the possibilities.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Special Needs Financial Considerations
  • Business Retirement Plans
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Photography
  • Cycling
  • Outdoor Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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