As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences. I've worked in the banking and financial services industry since 2008. I help clients succeed by providing many unique insights and specialized approaches to investment management, estate planning and banking. I live in Kansas City, and serve clients in Kansas City and the surrounding communities. I enjoy hiking, traveling and spending time with my family. I am married with one child and recently moved home to Kansas City after living in Washington, D.C for twelve years.