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.