I pride myself on a knack for creative problem solving. I'm enthusiastic about the challenge of creating a unique portfolio that accomplishes your individual goals. In addition to critical thinking and innovative solutions, I also have a solid community ties that clients can benefit from.
“Closeness and familiarity is what helps me understand the unique needs, dreams and desires of the CommunityAmerica members I serve.”
I will help you choose investments that will solidify the financial future you envision. After a decade with national firms, I am happy to be sharing my knowledge and experience on a local level with the community I call home here in greater Kansas City.
Call today to set up a free, no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.
Registered States: AL, AZ, AR, CA, CO, CT, FL, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV
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.