Advisor
I believe everyone deserves a life plan. I'm committed to helping members develop that plan and make sure they are prepared for life’s events.
“My goal is to help create a plan that allows every member to achieve their financial peace of mind.”
My passion is understanding what drives you so I can help build a plan to achieve your financial goals. I do not believe there is a one-size fits all approach, so understanding what is important to you allows me to tailor recommendations that work uniquely for your situation. And as things change in your life, I am here to help you adjust your plan so you can continue to make progress toward your goals.
My wife Christine and I live in Lee’s Summit with our two daughters and chocolate lab, Wade.
My wife Christine and I live in Lee’s Summit with our two daughters and chocolate lab, Wade.
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 |
This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.
