CA License #0E72227
MY PROFESSIONAL BACKGROUND
Every investor is different. Whether they are planning for retirement, starting a business, saving for college, or establishing a new 401(k) plan for their employees – each investor has financial goals and objectives that are unique to them. As a result, it is essential to take the time to visit and get to know them and gain a thorough understanding of their financial needs. Then, we work together to develop solutions designed specifically to address their goals and objectives. If we do our jobs well, kids will go to college, retirements will be enjoyed, and wealth will pass to future generations.
Helping people develop a personalized investment approach and put those plans into action is precisely why I moved into financial services and to A.G. Edwards in 1996, after working as a cash management consultant at Ernst & Young, LLP. In 2012, I joined Benjamin F. Edwards & Co. to help open a branch for the firm in Leawood, Kan.
I am a believer in sound, analytical investment planning, and work with my clients to develop personalized wealth management approaches that help meet their needs. In addition to my years of experience, I also bring to the table the vast resources of Benjamin F. Edwards & Co. where I have access to a dedicated team of highly-experienced subject-matter experts, along with leading money managers and broad array of mutual fund families. I am also able to take advantage of the firm’s array of sophisticated planning and analytical tools to help evaluate portfolios and build goals-based investment plans that help address my clients’ needs.
In my spare time, I enjoy sports, snow skiing, cycling, and gardening. I also like spending time with my wife and our two children. We are proud residents of Leawood, Kan.
MY EDUCATION AND ACCREDITATIONS
University of Missouri – Columbia, BS/BA degrees in Finance
CERTIFIED FINANCIAL PLANNERTM professional, (CFP®), 2006