Financial Markets

Welcome to my web site. I have been in the business of providing advice, investments, and specialized insurance products to my clients since 1985. I work with clients throughout the Kansas City metropolitan area.

My approach to financial planning is to provide my clients a comprehensive view of their financial situation and work with them to develop and implement a financial plan that is designed to help meet their needs.

My Most Important Objective...
...is to know my client and understand their objectives and priorities. I also feel that my clients should be clear about my role as their financial advisor. I work with my clients to provide advice, information, and alternative strategies.

I feel that Financial Planning should be a team effort between clients and their advisor based on mutual trust and informed decisions.

If you live in the Kansas City area and have a need for the services of a financial advisor I would like to extend a personal invitation to you to contact my office at (913)341-2124 and schedule a mutually convenient appointment.

There is no charge for your initial appointment. This is an opportunity to meet and learn more about the services and strategies that I provide. My office is located in Overland Park, Kansas at 9007 W. 106th Street. I look forward to hearing from you soon.