Let me tell you my financial story!

I know how valuable every dollar is, as I was born in a rural town, the son of a truck driver. I learned to hold on tightly to every cent.

I know that determination and drive are riches of another form. My love of learning and a desire to excel won me a full-ride scholarship to Truman State University in Missouri, where I majored in statistics and graduated summa cum laude. A most important lesson from college was that I could harness my energy and smarts to shape my future in the direction of my dreams.

I greatly desire success. After four years at Hallmark in Kansas City, I was admitted to Harvard Business School where I earned my MBA. I next worked in marketing at Kraft Foods in Chicago. I returned to Kansas City and enjoyed a career in marketing strategy. My career was growing, as was the success of my financial nest egg!

I dreamed of a day when working would become an option, not a necessity. I have experienced all the real-life drama a robust career includes, from job changes, promotions, downsizing, bonuses, stock options and more. Such events are merely side notes when the real goal is to have a net worth spinning off more income than a weekly paycheck. That point is a real game-changer. The fun then really accelerates as vocational interests, hobbies, charities and multi-generational wealth-building take center stage!

I aspire to build a personal and financial legacy. My story is filled with themes of thrift, drive, success and dreams. These are themes I am passionate about sharing with my family and others in developing successful investment strategies that will stand the test of time.

Although each of our stories is unique, we all want to end with "happily ever after". I would like to hear your story. Let's work together to develop a strategy to help you reach your definition of financial success!

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Painting
  • Genealogy
  • Reading
  • Trivia
  • Football

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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