Advisor
As a seasoned financial advisor with a passion for helping individuals secure their financial futures, I specialize in retirement planning, investing, college savings and diversification strategies. With years of experience in the industry, I have honed my skills to provide tailored financial solutions that meet the unique needs and goals of my clients.
“I believe success in financial planning is not about predicting the future but preparing for it.”
I was born and raised in Kansas City. I currently reside in Prairie Village with my wife, Megan, daughter, Ella, and two sons, JJ and Leo. In my spare time, I enjoy traveling, cooking, reading and spending time with family and friends.
Primary Location
Other Locations
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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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 |
