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. 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 North Kansas City. 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 (7) and Declan (4) and dog named Chloe. I enjoy coaching my boys' t-ball, baseball and soccer teams. As a family we are active in the KC area as members and supporters of the Kansas City Zoo, Union Station, Science City and are big fans of the Royals, Chiefs and Mizzou.
My office is located in North Kansas City, MO which is very accessible to all areas of the Kansas City metro.
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.