Whether you chose your career for interest and passion, or as a means to live an adventurous life outside of work, my goal as a financial advisor is to give you the freedom to focus on the things that energize you.

My career as a financial advisor is fueled by the desire to see people succeed. I am energized by helping people create opportunities for themselves, their family and others. Before pursuing my career at Edward Jones, I was a high school math teacher. My time in the classroom has shaped the way I partner with clients. I approach each conversation through the lens of an educator and believe it is important for my clients to understand the fundamental reasons behind each decision. While the goals are different, the process is the same:

- What are your most important goals?
- Where are you today?
- What personalized strategies are best to help you achieve those goals?
- Continually evaluate and monitor your progress to ensure you stay on track as life changes.

If you are in a place where your financial situation has become increasingly complex, or you have been wanting to set aside time to evaluate your financial situation to make sure you are "on track", please give me a call. Our first conversation will center around developing an understanding of what is most important to you, answering your questions, and determining your best next step. By getting your financial house in order, you will then have the freedom to focus on those things that give you purpose.

On a personal note, prior to moving to Kansas City, my wife, Cait, and I spent time on the West Coast while she lived her dream of being a travel occupational therapist. Though we enjoyed our time away, we decided to move back to the Midwest to be closer to our family in St. Louis. We were then lucky to add a little one to our family in 2021 and love watching her learn and grow. We always enjoy a good coffee shop and almost any outdoor activity – although l prefer to be at the top of a mountain on snow skis and Cait prefers a warm day on a beach. I hope that I will get to know more about you soon and ultimately help you feel comfortable and confident with your financial situation. I look forward to talking with you!

Focus areas

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

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Skiing
  • Active Lifestyle
  • Baseball

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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