As a native Kansas Citian, I am proud to put my over 15 years of experience in the financial industry to work for you. I pride myself on offering clients the highest level of service. The initial recommendation is just the beginning of the relationship, and I am here for my clients for every twist and turn in the road of life.
My clients are treated like members of my own family.
I hold an undergraduate degree in Marketing and Economics from Truman State University and MBA from Baker University. My career has taken me to live in South Dakota, California and then back to my hometown, Kansas City. When we're not chasing around our two boys, my wife and I like to travel, attend concerts and try new restaurants.
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: 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.