I have been serving Kansas City with financial planning services for two decades. I take the time to learn your goals and dreams, assess your current financial situation, and educate you about options and solutions available to help ensure you achieve the retirement of your dreams.
“Understanding the importance of life insurance, disability insurance and long-term care planning not only protects you and your loved ones, but also the lifestyle your family expects.”
Because finances can be unpredictable, I'm committed to keeping you aware of potential financial risks and how to manage them. I help implement sound saving and investing strategies to preserve and manage wealth, protect against risks that can affect you in retirement, and provide a predictable and steady income for life.
Born and raised in Shawnee Mission, I relocated temporarily to California to start my family but then returned to KC and put my roots here, where I have now lived for more than 20 years.
Call today to set up a no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.
Registered States: HI, KS, MO, TX, WA