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Here to act in your best interests

About me

Whether building an income plan for a retiring nurse, helping a family plan for their child’s college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.


Chartered Retirement Planning Counselor™


Doctor of Philosophy, Learning and Instructional Technology - Arizona State University

Master of Science, Clinical Psychology - Emporia State University

Bachelor of Arts, Psychology - Pittsburg State University

Visit one of our Locations

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

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.

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