Here to act in your best interests

About me

When my mother was ill in 2008, instead of discussing finances, insurance and estate issues, I was able to spend quality time with her before she passed because she had done the appropriate planning – before getting sick. And it’s her memory that inspires me to help my clients be proactive with their financial planning.


Bachelor of Science, Bellevue University

Visit one of our Locations


541 North 155th Plaza

Omaha, NE 68154

Kansas City II - Liberty

9203 MO-152

Kansas City, MO 64158

Kansas City I - Overland Park

10950 Grandview Drive

Suite 600

Overland Park, KS 66210

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Kansas City III - Lee's Summit (Appt Only)

210 SW Market Street

Lee's Summit, MO 64063

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts