I was born and raised in the Midwest and have spent most of my adult years in the Kansas City metro area. I am happily married to my wife Donna for over 25 years. We have 3 adult children and 5 grandchildren. I enjoy our Kansas City sports teams, golf and spending numerous weekends watching our grand kids play baseball.
I have been providing retirement, wealth accumulation and estate preservation strategies to families and business owners in the Kansas City metro area for over the past 11 years.
I joined The Woody Financial Group in January 2018. Prior to that I spent 10 years with another financial group, earning many awards. I achieved these goals by doing what I enjoy most, meeting with clients, assessing their needs, concerns and tailoring a program on their path towards achieving their life goals. I also believe in maintaining regular contact with my clients to review their current programs. Life paths often take many turns, and I want to be there to adjust their program as needed.
My Mission Statement: “ I believe in building long term relationships by bringing lasting value to their lives”.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.