As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children (or grandchildren) or just trying to protect the financial future of the ones we love, we take the time to identify each goal and develop
the strategy to address it. During our initial visit, I will ask a number of questions to ensure I truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. Focus Areas
-Retirement Savings Strategies
-Retirement Income Strategies
-Portfolio Reviews
-Estate & Legacy Strategies
-Insurance & Annuities
-College Savings
I received my undergraduate degrees from the University of Central Missouri and my MBA from Baker University. Outside of the office, I am an active husband and father... spending a lot of time at my two sons games, track meets, etc. I grew up in a small rural community near St. Louis but my wife and I have lived in the Kansas City area for over 20 years. I have found that my clients truly appreciate the time I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions. My branch office administrator, Gayle and I work as a team to give you the personal service you deserve when it comes to planning for your financial future.
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