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Kansas City-based Financial Advisor

The role of Financial Advisor has evolved a lot through the years.  At one point it was just access to the financial markets.  Then it evolved into a person that managed money.  Today the approach I take with my role as a Financial Advisor is to partner with my clients, throughout their lives, putting together a plan to help them pursue their financial goals.  This plan is constantly evolving as their life changes.  The key aspects to this plan are investments, insurance, taxes and estate planning.  These comprehensive plans are customized by the individual need and are updated as needed.

No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance concepts.  I believe one of the most important qualities an Advisor can have is to be trustworthy.  I pride myself in embracing the role as the primary source of financial guidance for my clients and their families.

At our firm, we have the client—and only the client—in mind.

My reasons for becoming financial professionals are deeply personal. My mother was in an auto accident at a rather young age which left her partially paralyzed.  After a lengthy lawsuit she was left with a rather sizable estate and in need of some help managing it.  Years later my sister and I took on the role of Trustees and Powers of Attorney.  This was a lot of responsibility for a 23-year-old so the first thing that I did was hire a Financial Advisor.  I worked with this Advisor for years and eventually felt the desire to move into that role so I could help other families the way this advisor helped mine.  I went to work for Edward Jones in early 2015 as a Financial Advisor.  I left Edward Jones in late 2020 to start Pinnacle Planning in the Kansas City Northland.  In this role I work with a vast array of families and individuals across the Kansas City metro with a wide variety of financial needs.

I am a life-long resident of the Kansas City metro.  My wife, Janelle, and I are raising our family in Parkville, MO.  We have two little boys, Keighan (9) and Declan (6) and dog named Chloe.  As a family we are active in the KC area as members and supporters of the Kansas City Zoo, Union Station, Science City, Cub Scouts and are big fans of the Royals, Chiefs and Mizzou.  

My office is located in the Northland of Kansas City, MO which is very accessible to all areas of the Kansas City metro.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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