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

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Kansas City I - Overland Park

10950 Grandview Drive
Suite 600
Overland Park, KS 66210

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Kansas City II - Liberty

9203 MO-152

Kansas City, MO 64158

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Kansas City III - Lees Summit (Appt Only)

210 SW Market Street

Lees Summit, MO 64063

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541 North 155th Plaza

Omaha, NE 68154

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning