Who We Serve
Our clients are business owners, executives and retirees with complex needs that are best served by our foundational planning process. We positively impact the lives of these committed, long-term investors by giving them financial confidence to achieve their most important goals. How We Help
We'll work to understand what’s most important to you and then develop personalized strategies to achieve your goals. After implementing your plan, we'll partner together to help you stay on track. Working closely with your tax and legal professionals, we'll monitor your plan and make adjustments as needed. Who We Are
I began my career with Edward Jones in 2007. I've served in several volunteer leadership positions with the firm and currently serve as a client solutions leader by assisting branches with tools and resources to elevate the client experience. I graduated from KSU with an industrial engineering degree in 2003. In 2011, I earned the AAMS® designation and the CFP® designation in 2016. I became a Limited Partner with Edward Jones in 2015. Currently I serve on advisory boards at KSU for both the Professional Sales and Personal Financial Planning programs. My wife, Breanne, and I live in Olathe with our children; Ryan, Darren, Logan and Raelyn. When we’re not at various school, extra-curricular or sports activities, we enjoy being outdoors or cheering on the Wildcats, Chiefs or Royals. My branch office administrator, Jennifer Prince, joined my team in 2017. She and her husband, Wayne, grew up in Shawnee, KS and recently moved back to the area after living in Chicago, IL and Bentonville, AR. They enjoy music, art, sports, the great outdoors, and spending time with their children and grandchildren. Jennifer is a key partner in our practice and will often be your first contact. She is dedicated to providing you with the highest level of service possible.
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