Since 2011, I’ve dedicated my career to helping individuals and organizations navigate the complexities of financial planning and investing. At CommunityAmerica Wealth Management, I lead efforts to expand awareness of our wealth management capabilities across major markets while supporting our in-branch Wealth Advisors in delivering meaningful guidance to members and the broader community.
“Every client’s situation is unique, which is why the best plans begin by listening.”
I earned my Bachelor of Business Administration in Marketing with an International Emphasis from Texas Christian University and a Master of Business Administration from Rockhurst University. I also hold Series 7, Series 66, and Life/Health licenses. My approach is simple: don’t force ideas on anyone. Instead, I focus on developing strategies that align with each client’s goals and values.
Outside of work, I enjoy following sports—especially the Kansas City Royals, Kansas City Chiefs, TCU Horned Frogs, and KU Jayhawks. I also like golfing, playing guitar, and spending time outdoors walking or running. Most importantly, I’m honored to be the father of three wonderful teenagers and the proud owner of an energetic Bernedoodle.
Primary Location
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
