403 West Broadway Boulevard
Sedalia, MO 65301
I help my clients put their financial dreams into focus through sound financial planning.
I am a financial advisor and Certified Public Accountant (CPA) with a strong background in tax return preparation and tax planning. With experience that bridges both the tax and investment sides of personal finance, I help clients make confident, well-informed decisions about their money. I enjoy offering guidance on everything from building investment strategies to minimizing tax burdens — always with a focus on what matters most to each individual client.
Whether you're planning for retirement, growing your wealth, or just looking to get a better handle on your finances, our collaborative strategy will bring clarity and a practical approach to every step of your journey.
I’ve lived in Central Missouri my entire life and truly value the strong sense of community that comes with being part of this region. In addition to working with individuals, I enjoy working with local business owners and have a deep appreciation for the farming community; their work ethic, long-term mindset, and resilience reflect many of the same principles I bring to financial planning.
Outside of work, you’ll usually find me on the golf course, playing guitar, or spending quality time with my wife, niece, and nephews. Whether it’s a quiet evening with family or supporting local businesses, I believe life is richest when it’s rooted in meaningful relationships and a strong connection to the people around you.
Achievements:
- Certified Public Accountant (CPA)
- Licenses – Insurance, SIE, Series 7 Top Off, & Series 66
- Graduate of the University of Central Missouri – Master of Arts in Accountancy

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
- Insurance
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.