President, Financial Advisor
Welcome! As a seasoned financial advisor with over 15 years of experience in the industry, I’ve had the privilege of working with top financial institutions in the Kansas City area. Now, I’ve decided to take my expertise to the next level by starting my own practice, offering personalized and unique solutions for a diverse client base. Whether you’re looking to raise capital, create a future income stream, or plan for retirement, I’ll craft a tailored solution just for you.
My process starts with a comprehensive consultation to understand your current financial situation, goals, and any challenges you may be facing. A personalized plan is developed that considers all aspects of your financial life, including investments, taxes, insurance, and estate planning. Regular reviews and updates are provided to ensure that your plan stays on track and adapts to any changes in your life. I will be with you every step of the way, guiding and supporting you to make smart financial decisions that align with your personal goals and values.
When I am not working with clients, I am an adventurer at heart, and I love to spend time with my family, especially my wife Hilary, and our three boys. We have a goal of visiting as many national parks as possible, and we are determined to camp in every US state, experiencing the beauty and wonder of nature together. In my downtime, I am a movie buff and I have an extensive catalog of useless movie knowledge and quotes. I also enjoy listening to podcasts, playing fantasy football, trying new restaurants, and experiencing live music. I bring this same adventurous and curious attitude to my work with clients, always looking for new opportunities and creative solutions to help them achieve their financial goals.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Convergence Financial, LLC, a registered investment advisor. Convergence Financial and LPL Financial are separate unaffiliated legal entities. The LPL Financial Registered Representatives associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed . No offers may be made or accepted from any resident of any other state. Form CRS. Investment Advisor Public Disclosure.