“My goal is to help create a plan that allows every member to achieve their financial peace of mind.”My passion is understanding what drives you so I can help build a plan to achieve your financial goals. I do not believe there is a one-size fits all approach, so understanding what is important to you allows me to tailor recommendations that work uniquely for your situation. And as things change in your life, I am here to help you adjust your plan so you can continue to make progress toward your goals.
My wife Christine and I live in Lee’s Summit with our two daughters and chocolate lab, Wade.
Call today to set up a no-obligation conversation about your financial well-being.
Blue Springs Outer Road Branch
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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