I believe that every member of CommunityAmerica deserves a life plan. I'm committed to helping you develop that plan and make sure you're prepared for life’s events. After graduating college with a degree in finance, I was driven to continue my education and experience in this area. Combined with the relationships I've been able to cultivate in the community over the years, I have all the tools required to develop a plan that works uniquely for you.
“Financial peace of mind isn’t just the credit union's purpose—it’s my goal for you.”
My wife Christine and I live in Lee’s Summit with our daughter and chocolate lab, Wade.
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: 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.