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”.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Park Avenue Securities LLC is not an affiliate or subsidiary of PAS or Guardian.