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Here to act in your best interests
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.
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science, Wichita State University
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8621 E. 21st Street North
Wichita, KS 67206
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.