My education and professional experience have always involved finance.  I earned BBA and MBA degrees from the University of Wisconsin-Madison majoring in Finance.

I worked in the corporate world with two Fortune 500 firms and then a regional life/health insurance company.  All of these positions involved financial planning at the business level.  Changing my career path to personal financial planning means I have been working with individuals, families and owners of small to medium size businesses.  I also have expertise in estate planning, including charitable estate planning.

Most of my client have worked with me for many years.  As they have gotten older (me too) their needs have changed.  I spend a great deal of time educating families about planning for the possibility of the need for long term care in the future.  My industry is full of products to help plan for long term care needs both paying for care in the client's home of if necessary on a nursing home.  I'm an expert in this field and offer no-cost telephone meetings (with Zoom if preferred) to explain what is possible in each individual situation.

I've been serving my clients in the Kansas City area for over thirty years.  My clients are individuals, families, businesses and charitable organizations.  I enjoy developing relationships with my clients so that together we can build a financial strategy that will mazimized protecting what they have while building for the future.

I"m a native of Madison, Wisconsin.  I graduated from the University of Wisconsin-Madison with Bachelors and Masters Degrees majoring in Finance.  I spent ten years in the corporate world in strategic planning roles at Fortune 500 companies.

I am an independent advisor and insurance agent.  I have selling agreements with most of the major insurance companies and can add additional carriers when a client's need calls for it.

My wife and I are fortunate to have four grandchildren that all live nearby in the Kansas City area.  Over the last few years my primary focus has been to help people plan for their retirement and the possibility of needing long term care assistance in their home or institutional facility.