Our team starts with integrity and is always committed to provide investment advice that is in your best interest.
I work with individuals, families and small businesses to identify current financial needs as well as short and long-term goals. Currently I divide my time between my office in Lawrence and Overland Park.
I will work with you to develop a sustainable financial plan reflecting your personal preferences and objectives. This comprehensive plan covers the pertinent aspects of your financial life; savings, education funding, investments, insurance, and taxes as well as long-term care, retirement and estate planning.
Once the initial process is complete, I will periodically invite you to review progress made toward reaching your goals. The plan's performance, along with any changes in your personal life or economic circumstances will be examined. If necessary, a discussion of strategic adjustments may follow.
On a personal note, I served in the United States Air Force and later studied at Georgia State University and Emory University. I started my career at Dean Witter and did most of my training in the old World Trade Center. During my career, I have been recognized by Bank Investment Consultant magazine as one of the three top bank financial advisors in the country.
My son lives in the Kansas City area and my daughter is currently doing a medical residency in Florida. If either one of them ever reads this, I want them to know I am still patiently waiting for a grandchild.
Other Office Location
300 West 9th Street
Lawrence, KS 66044
- Over 30 years of financial planning experience
- Graduate of Georgia State with degree in Economics – Magna Cum Laude
- MBA from Emory University with a concentration in Finance
Connecting you to Secure Financial Account Access Anytime, Anywhere, on any Device
As a current user of Account View 1.0, we are excited to announce the new Account View 2.0 mobile app, desktop portal and eDelivery. These digital tools will provide you the ability to get timely and accurate information about your investment account(s) on your schedule and at your fingertips.
You can sign up for these free services to access your account and allow digital delivery of important documents and information. Some of the benefits of using these tools include:
Immediate information about your investments - right at your fingertips
Secure online access and electronic delivery of statements, which reduces deforestation and can help protect you from the possibility of mail fraud and identity theft
A simple interface that allows easy navigation through accounts, positions, transactions and statements.
Ability to contact your advisor and schedule appointments.
To migrate to the new Account View 2.0 and have access to the mobile app, please contact our office. We will be happy to get you started!
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Education planning
- Risk management
- Tax strategies
- Gifting strategies