picture of a planner

Here to act in your best interests

About me

One of the things I like most about being a financial planner for over two decades is helping people accomplish their financial and retirement goals by defining and creating a plan to move them forward. In my spare time, I love to travel, play competitive racquetball and continue to sharpen my skills as an indoor rock climber.




Bachelor of Science, Business Administration - Wichita State University

Visit one of our Locations


8621 E. 21st Street North

Suite 225

Wichita, KS 67206

St. Louis II - Fairview Heights IL

16 Executive Drive

Suite 250

Fairview Heights, IL 62208

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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