As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1991. I help clients succeed by making their money work as hard for them as they did for it.

I live in Olathe, and serve clients in the Kansas City, Johnson County, and Plaza area. I enjoy serving on the board of Braden's Hope, am active in Boy Scouts, and serve as commodore of our local sailing club. I enjoy spending time with my wife, Leslee, and our three kids, Jadie, Luke and Eric. We love spending weekends at the lake aboard our sailboats and have captained sailboats in Honduras, the Virgin Islands, Scotland, Lake Superior, St. Lucia/Martinique.

My areas of focus: Attorneys and accountants, Business owners, Executives, Wealth creators


4600 Madison Ave STE 500
Kansas City, MO 64112

advisor address map to4600 Madison Ave STE 500


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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.