I have over 20 years of experience working with high net worth clients, advisors & institutions. My approach is all about having a plan first and staying organized to succeed in whatever goals you may have. No matter what stage you’re at in life, you can flourish with the right strategy. Every team needs a good quarterback—I’d be honored to be yours!
“There is a strong relationship between success and having the right plan in place.”
I was born and raised in KC and graduated from Kansas State University. I currently reside in western Shawnee with my wife, two amazing kids and our dog Oliver. We enjoy cooking and spending time outdoors in a variety of activities.
Call today to set up a free, no-obligation conversation about your financial well-being and see how I can help you achieve your financial goals.
Registered States: KS, MO
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.