609 N. 291 Highway
Lee’s Summit, MO 64086
I strive to solve people's financial problems and guide their financial future through excellent customer service and exceptional advice.
I am passionate about helping my clients prepare for and enjoy retirement through sound financial planning. I have found that many people never consider their long-term financial goals. Everyone wants to retire someday, but working your entire life without a plan is setting yourself up for failure. My job is to help my clients get a clear picture of what they want their financial future to look like, and build a plan to pursue that future. This process takes into consideration your entire financial picture by reviewing your investments, retirement plans, insurance, estate planning and tax strategies.
I graduated from the University of Missouri in Columbia with a degree in personal finance. I joined the Central Investment Advisors team in 1998. My wife Stacy and I have four beautiful daughters that keep us very busy with sports and school activities.
- Licenses - Series 7 & 66 - Held with LPL Financial
- Over 30 years of financial planning experience
- Graduate of University of Missouri - Columbia
“It is better to have a great team than a team of greats.”- Simon Sinek
We believe our clients deserve the best service possible. Having a team of dedicated individuals, each with their own strong suits, gives our clients the confidence that we can meet their unique needs.
Registered Client Services Specialist, LPL
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
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.