I've always believed the best financial relationships are built on truly listening. When clients walk through our doors, they're looking for more than just investment advice. They want a partner who takes the time to understand their complete financial picture and works alongside them to create a clear roadmap forward. That's where I focus my energy as a Wealth Manager.
My work centers on three key areas. For clients with complex estates, I coordinate all the moving parts and bring together the various services needed to get things done right. With retirement planning, I help clients take a long-term view, gathering all their financial information to develop strategies that support their goals and create lasting legacies. And when life brings unexpected changes, I'm there to help clients adapt with confidence, providing clarity and support as they navigate new chapters.
What drives me every day is the relationships. Getting to know my clients well enough to solve complex problems and watching them realize their dreams are within reach brings genuine satisfaction. Whether it's finally taking that dream vacation, giving generously to causes they care about, or building something meaningful for their families, those moments matter. This business has given me the opportunity to use my strengths in service of others, and that feels like the right fit.
Outside the office, I'm all about family and hockey. My wife Crystal and I have been married for 20 years, and our kids Mikayla and Michael keep us busy with band and hockey activities. I play adult hockey myself as a goalie and defender, and I serve as Executive Director of the Kansas City Icehawks. Growing up, hockey wasn't an option for me, so I'm passionate about making the experience as strong as possible for young players today. I coach Michael's team and love the challenge of drawing out each kid's potential and helping them use their strengths to lift the whole team.