I began my career as a Financial Advisor in 2007 with Edward Jones, followed by Waterfront Wealth in 2016. I earned the CharteredFinancial Consultant® designation in 2008. Prior to my time atEdward Jones, I worked as a Senior Marketing Advisor in the telecommunications industry, and also held numerous leadership roles with All Nations, a nonprofit Christian mission organization. I joined nVision Wealth in March of 2019.
My Approach & Philosophy
I am passionate about working with families and small business owners to financially navigate the many seasons of life. Whether its planning for retirement, college savings for children and grandchildren, or protecting the financial future of loved ones through legacy planning, I guide my clients through a process that helps them manage both their assets and their risks.
My Personal Life
A native Kansan, my wife Lupita and I have been married since 1984and have been residents of Olathe since 2000. We have three grown children €“ Kathleen, Joseph, and Michael. We are also investing in the next generation of leaders as active members of our church. When not busy serving my clients and community, I enjoy hiking, reading, international travel, and am a self-confessed gadget geek.