I work to help successful families and business owners who are faced with the challenges and complexities of wealth to live comfortably and leave a meaningful legacy. I strive to offer my clients clear straightforward advice and actionable, trustworthy strategies.

I joined Edward Jones in 2015. I make every effort to keep up with the most current financial strategies and I am a CERTIFIED FINANCIAL PLANNER™ certificant. Prior to my career at Edward Jones, I spent 20 years in marketing and business development roles. This vast experience has helped me to understand business executives and business owners. I earned my B.S. in business administration with an emphasis in marketing from the University of Missouri-Columbia in 1994.

I was born and raised in the KC area. When I was a child, my siblings and I would track our grandmother’s investment portfolio by looking at the business section of the Saturday newspaper. We would update a portfolio tracker and mail her the updated spreadsheets. I remember being amazed at how she would use her assets in retirement, yet most years, her portfolio would still grow. This is what inspired me to become a financial advisor. My grandmother was one-of-a-kind. Just like her, I believe each client is unique.

My passion is making sure that each client achieves their goals. I am detail oriented and take pride in being a good steward. No matter what life brings or big decisions that need to be made, I will use all the financial tools I have to help shape my clients’ lives and bring them appropriate solutions to help them realize their dreams.

I am a resident of Lees Summit. My wife, Lisa, is a Medicare insurance rep. We have two boys. Grant, 20 is a 4th generation Mizzou Tiger. Ryan, 17 is a junior at BS South. Along with our puppy named Charlie, I am a KC and Mizzou sports fan, an avid golfer and a self-professed amateur BBQ smoking hobbyist. I love visiting local lakes and spending time with my family.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Wealth Strategies

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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