I have been serving the Lees Summit and surrounding communities for over 30 years and specialize in Professional Portfolio Management and Retirement Planning. I received my Bachelor of Science in Business Administration with an emphasis in Finance from UCM and later received my MBA from Rockhurst University. As an advisor, my goal is to work with each individual to find the investments that will help them reach their goals.
In my free time I enjoy spending time with my wife, Billie and our three children.
Having been involved in the Financial Services industry for 30 years, I learned long ago that everyone’s economic and life situation is unique and I keep that in mind when providing financial investment advice. I believe that personalized service is essential when matching clients with the appropriate investment strategies and products. As a Registered Investment Advisor, I am dedicated to learning about your personal goals and objectives. Together we will use them to build a plan and portfolio focused on your specific needs. In order to provide unbiased investment advice, I provide my services on a fee basis only and do not charge commissions or sale charges.
I grew up in Lee’s Summit back in the day when there was only one high school. I married my high school sweetheart and we have two grown children and one amazing grandchild. Away from work, I enjoy golfing and many other outdoor activities while spending time with family and friends.