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Details

General Info

I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I make sure to recharge at home. But I also stay active, whether it’s hiking in the mountains, traveling, or attending concerts and sporting events.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 833-752-6333

Address:
210 SW Market St Lees Summit, MO 64063

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Categories
Investment Management, Financial Planners, Financial Services, Investment Advisory Service, Investments
Services / Products
Financial Advice Financial Planning Investment Management Registered Investment Advisors (RIA) Retirement Planning
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.