I am a financial advisor that focuses on helping clients maximize their retirement savings and achieve other financial goals while assessing their day-to-day risks. I use an established 5-step process to allow my clients to understand where they are in their overall financial picture and how to proceed from here to their desired goals. This is achieved by understanding what is important to the client and working closely with them to implement the needed actions and monitor progress going forward. Creating a financial strategy is not an event; rather, it is an ongoing process.I have lived in the Kansas City metro area my entire life, except for the time I spent on active duty with the Army. I was stationed at Fort Bragg, NC. I worked with the Patriot missile while on active duty and was a combat engineer while in the Army Reserves.I have worked hard to educate myself so that I can provide appropriate and valuable advice to my clients. I believe the importance of my education is to enhance my ability to confidently serve my clients in all aspects of their financial life. We work with our client's CPA and attorney so that all aspects of their wealth strategies are comprehensively executed and adjusted when life circumstances change. Education and Designations:- Master's degree in personal financial planning from The College for Financial Planning- Master's degree in entrepreneurial real estate from University of Missouri, Kansas City- Bachelor’s degree in business finance with a minor in economics from University of Missouri, Kansas City- CFP® - ChFC®- AAMS™- CRPC™- CRPS™The client support team you'll be working with includes Denise Jensen and Vicki Ross. They are a vital piece of our client experience and will be a familiar face to greet you every time you call or come into our office.I am happy to help provide answers to your questions, so you can make informed, financially sound decisions. Please contact me if you have any questions.