I take planning seriously and service personally.
My focus is helping individuals, families, and business owners navigate increasingly complex financial decisions catalyzed by growth, success, and change.
I help clients organize wealth, coordinate moving parts, reduce unnecessary friction, and make informed decisions aligned with their long-term priorities. Whether planning for retirement, preparing for a business transition, managing liquidity, or seeking greater coordination across their financial life, I strive to bring clarity, steadiness, and confidence to each stage.
My clients value responsiveness, attention to detail, and a highly personal experience built on trust over time.
I earned my Bachelor of Science in Business Administration from the University of Arkansas Sam M. Walton College of Business, with a major in Organizational Leadership and a minor in Financial Banking.
Outside of work, I enjoy time with family at Lake Barkley in Kentucky, traveling, cooking, grilling, upland bird hunting, shooting sports, automotive culture, and horology.
Licenses:
- SIE
- Series 7
- Series 66
- Life, Accident & Health or Sickness Insurance – Kansas & Missouri
- Variable Life & Variable Annuity Insurance – Kansas & Missouri
