Focused on What Matters to You

Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you.

Together, we’ll assess your financial picture and explore how you can:
• Help strengthen your financial position.
• Protect your financial future.
• Invest with purpose and manage your assets.
• Save and prepare for income in retirement.
• Make a difference, locally or globally.

Professional Highlights
• FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association.
• MBA (Masters in Business Administration).

Education and Experience
• FINRA Series 7 General Securities Representative.
• FINRA Series 66 Uniform Combined State Law.
• Life & Health Insurance License in MO, KS, OK.
• MBA from Missouri State University.

I specialize in the following:
• Investments
• Retirement planning
• Income tax planning
• Solutions for businesses
• Life insurance & Long-Term Care
• Savings strategies
• Education funding strategies

Personal Profile
• Married to Ashley.
• Children: Kassi, Jaimasen, Preston and Vivian.
• Members of St Elizabeth Ann Seton Catholic Church.