CFP®, CTFA, ChSNC®
“It is important to focus on your “why” before the how, so that I can provide guidance within the personal context of your family’s life, not everyone else’s.”With degrees in both finance and international business, and professional designations that prepare me for the complexity of your plan, I have the insights and experience needed to help develop a strategy that meets your needs and ultimate objectives.
I also have a dedicated focus on assisting families who have loved ones with special needs, building plans that can support more than one generation. My wife Martha and I, along with our three sons, are invested in being involved in the Kansas City community we love. I currently sit as President of the Board for Variety Children’s Charity of Kansas City and as chair of the Board of Directors for the Liberty Education Foundation.
Call today to set up a no-obligation conversation with me or a member of our team.
Securities and advisory services offered through Copper Financial Network (“Copper Financial”), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, including our Form CRS, please visit here. Investment and insurance products, including annuities:
Are Not Deposits
Are Not NCUA or otherwise Federally Insured
Are Not Obligations of or Guaranteed by the Credit Union
May Lose Value
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