I started my career in Mission, KS in 2003. In 2015, we moved our office to Overland Park in the Financial Plaza at College and Metcalf. I enjoy working with individual investors and business owners who have shown the discipline to save with a purpose and value advice. I believe in open communication with your entire team, including attorneys, CPAs and those closest to you.

After growing up in Loveland, CO and graduating from Baker University, my wife, Jyl, and I have made our home in Kansas City for the past 25 years. We have two beautiful girls that are our pride and joy. Lucy, our Welsh Terrier, seems to keep us all on our toes. When not caring for clients, I enjoy golfing, working in the yard and family vacations. Giving back is important to me. I have been a long-time Rotarian, having served as past president and assistant district governor. My life's motto is "service above self." On a daily basis, I try to leave everything and everyone better than I found it. This is the non-wavering, non-negotiable foundation of who I am.

Pam Reddick has been my business partner since 2008. We want to deeply understand what is important to you and use an established process to build personalized strategies to help you achieve your goals. We pride ourselves on platinum customer service in order to partner together throughout your life to keep you on track. Our clients are without a doubt family.

We have a limited client base by design. Throughout all these years, we have been there for our clients when life happens. Relationships matter and endure multiple generations in our office because of our core values. We are honored to visit with you to see if our office is a fit for you and your family.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • History and Museums
  • Volunteering
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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