Assistant Vice President
Financial Advisor, LPL
7840 Metcalf Ave.
Overland Park, KS 66204
“I work together with individuals and their families to develop a plan to pursue their financial independence.”
If someone were to sum up their personal financial situation with one word, many people may choose ‘complex.’ That’s why I take the extra time that’s required to learn more about your current position, your ultimate wishes for your family and how you’d prefer to stay independent in your financial life. With a multitude of different investment options – and investment, tax and estate laws that change all too often – it’s not uncommon to find yourself at a crossroads. Lucky for my clients, I view it as my mission to stay up-to-date with these complex trends and strategies to help my clients make informed decisions that suit their current and future needs.
I consider myself lucky to have the opportunity to assist those in my community to make intimate and sometimes difficult decisions to better their financial lives. Having graduated from the University of Missouri – Columbia with a major in Finance and Banking and a minor in Personal Financial Planning, I believe I’m exactly where I’m meant to be.
In my own time, I enjoy getting involved in my community with various volunteer and networking events to make my city feel more like a family. I have a passion for traveling as often as possible, cheering on Mizzou Athletics and keeping NFL Sundays a sacred tradition.