ABOUT ME

 

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 1990. I help clients succeed by helping them navigate the vast resources of U.S. Bank, to be certain that their family's priorities are being efficiently met and their expectations exceeded.

I live in Olathe, and serve clients in Kansas City. I enjoy spending regular time with my five kids. I invest time in the Midwest Innocence Project and my church. I am also an expert snow skier.

My areas of focus: , ,

Education

  • Drake University: Bachelor of Business Administration, investment finance
MY OFFICE

 

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.