I realize each client comes from a unique financial situation and deserves a personalized financial plan that fits their needs. Once we implement your plan, I will invite you to meet regularly to review progress towards your goals and make any necessary adjustments to your plan moving forward.
I was born and raised in St. Joseph, Missouri and graduated with my bachelor’s degree from the University of Missouri in Columbia. I recently received my Master’s degree in Finance at Mizzou. My wife, Katie and I enjoy watching sports, golfing, hiking, and finding the nearest mountain to ski.
- Licenses - Series 7 & 66 - Held with LPL Financial
- Graduate of University of Missouri
- Masters of Finance - Mizzou
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA
). Insurance products are offered through LPL or its licensed affiliates. Central Bank and Central Investment Advisors are not
registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central Investment Advisors, and may also be employees of Central Bank. These products and services are being offered through LPL or its affiliates, we are separate entities from, and not affiliates of, Central Bank or Central Investment Advisors.
Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
Not Bankd Deposits or Obligations
- May Lose Value
The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.