5250 W. 116th Place
Leawood, KS 66211
Toll Free: 855-953-1400
CA License #0E72227
Senior Registered Financial Client Associate
My Professional Background
Every client is different. Whether they are planning for retirement, to start a business, or to establish a 401(k) plan for their employees, they have 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
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.