Financial Advisor, LPL
"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.