Overview

I've developed my practice by focusing on financial planning (eMoney) and a premier client experience. Through these relationships and referrals I've been able to grow my practice organically. As I continue to grow, I'm looking for the right opportunity to partner with and eventually succeed another advisor.

Depending on the book of business, I currently have office space available if the selling/transitioning advisor needed space. We are located near the corner of College & Metcalf in Overland Park, KS. The space was refinished and refurbished in January 2017.

Last Activity
within 6 months
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