My goal as your financial partner is to build a holistic plan that can help you achieve your desired financial future, regardless of where you are in your stage of life.
“Financial advising runs in my family. My father and brother are both advisors, and it has been a passion of mine from a young age.”
In developing your personalized plan, it is important to identify your goals and determine any gaps we need to fill in to achieve them. I look at your plan from a long-term perspective and will help you determine how to maneuver through life stages to get where you want to go. Whether it is education savings, retirement planning, assessing your current portfolio, determining life insurance needs, or distributions during retirement, I am here to help.
I graduated from the University of Kansas School of Business with an emphasis in finance and an MBA from the UMKC Henry W. Bloch School of Management. I'm a lifelong Kansas City resident currently living in Olathe with my wife and three children. In our free time, we enjoy going to the Lake of the Ozarks and spending time outside. We are active in our Church and enjoy all things Kansas City, including the Chiefs and the Royals.
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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 |
