I am a lifelong resident of the Northland in Kansas City. I grew up in Parkville and graduated from Park Hill High School and the University of Missouri-Columbia. I currently live in Parkville with my wife Janelle and our two boys, Keighan (5) and Declan (3), and a 2-year-old Pitbull name Chloe. My office is located in the heart of North Kansas City in the historic building that houses the Screenland movie theater on Armour Road. When I'm not serving my clients, I am typically spending time with my family, coaching T-ball, cooking/grilling/smoking meats and obsessing over the Royals, Chiefs and Mizzou sports.
As unique as we all are as individuals, so should our plans be when it comes to saving and investing for the future. I am a firm believer in not using "out of the box" strategies with my clients. Instead, I work with every family to build out a customized financial strategy built with that clients' goals and best interests in mind. It is essential that every client has the benefit of a customized plan. I work with every client to clearly identify their goals. We build solutions around those goals, taking into consideration each client's comfort level with risk. We put a plan in place to help ensure the client stays on target to reach those financial goals. We then partner with our clients throughout their lives to help ensure they reach those goals.
It is important to remember that almost everyone has a retirement account. Not everyone has a financial plan.
We are currently accepting new clients. If you would like to come in for a consultation or to just compare your current situation, let me know and we can accommodate you and help build a plan for you and your family. We are willing to meet in person, over the phone or via a web conferencing program such as Zoom.