MANAGING PARTNER    Executive Assistant, CLIENT RELATIONSHIP MANAGER

MANAGING PARTNER
Executive Assistant, CLIENT RELATIONSHIP MANAGER

I joined the firm in 2013 and serve the Midwest branch in Kansas City as the Executive Assistant and Client Relationship Manager. 

I like helping people. I love getting to play an important role in helping individuals, families and business owners build a solid financial future and leave a lasting legacy. It is my highest priority to do what is in the very best interest for my clients. As an independent and non-captive agent, I am able to offer the very best products available to the market today. 

I understand my industry has done a poor job of being approachable and making many products appear more complex than they need to be. Consequently, most people spend more time and effort in planning their next vacation than they spend planning for their financial future. I believe with a little education and strategizing much of the guesswork can be removed. 

I work hard to put my client’s interest first, create enduring relationships, and continue to expand my experience and knowledge. I excel at project management, am detail oriented and work as a team member for each client's financial plan. 

Building strong client relationships is key to what I do, but I am most passionate about my family. I married my best friend in 2007 and have two beautiful girls. I am passionate about serving my local church, enjoy playing (and winning) games, such as, Settlers of Catan or Ticket to Ride, and love a great cup of coffee. 

I received my Bachelor's degree from Liberty University in Business, English, and Social Sciences. I am currently licensed as a life insurance producer in Kansas, as well as other states across the country. My specialties include living benefits, life insurance, annuities, business continuation, retirement planning, risk management, key person insurance, and buy-sell agreements. In September 2015, I co-founded the Kansas City Business Connection and look forward to connecting with business owners, entrepreneurs and executive leaders. Have a question or want to connect? You can also reach me at: 

Email: [email protected] 
Phone: (913) 788-0456
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