As a financial advisor, I have the privilege of witnessing generations of my clients and their families go to college, save for travels, enjoy their hobbies, retire with independence and security and eventually plan their estate with dignity. Experiencing their successes inspires me to serve my clients by advising them on opportunities, pitfalls and income protection as well as estate considerations.

My process requires me to invest my time to understand what you're working toward and why. I work closely with you and your tax and legal professionals in order to determine the appropriate financial strategy for your current situation and your concerns. Most of my clients come to me in times of transition, such as retirement, receiving an inheritance, business sale or life-changing event. Many are multigenerational families, business owners and widowers.

My successes have provided me an MBA from William Woods University and degree from the University of Missouri. I also have the AAMS® Designation from the College for Financial Planning and maintain a multitude of continuing education credit hours throughout each year. As a partner in this firm, I am registered and licensed in many states. I have access to tools which our firm is leading the industry in and allows my team and I to connect with you at a multitude of levels and virtually.

I have a passion for being the outdoors and am in local community networks. Most recently, I was past president and am a current member of Lake Ozarks Daybreak Rotary, and the Lake Area Chamber of Commerce. I am an active member in our local church, as well as a coach and founder of the Osage Trap Shooting Club (youth nonprofit program), a "Feather Society" donor and past committee district chairman of Ducks Unlimited.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Traveling
  • Community Outreach
  • Outdoor Enthusiast
  • Golfing
  • Fishing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More