Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. Furthermore, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
I specialize in working with affluent, high-net worth individuals, including dentists, physicians, small medical practices, hospitals, 100+ employee companies in Kansas, Missouri and Texas and the surrounding region, on personal and business financial planning
Years of Experience
Representing Northwestern Mutual since 2007.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelors | Psychology | University of Missouri-Kansas City |
| Masters | Business/Finance | Baker University |
Awards and Recognition
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry