230 S. Maize RoadWichita, KS 67209
Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, research, and more.
As a Financial Advisor, I help my clients with the various aspects of their financial picture. Pre and post retirement planning as tools in any financial portfolio. Life Insurance as a tool for young families as is Long Term Care insurance for older clients to manage risks to livelihoods and assets. Learning about how and when to start taking Social Security, Medicare, Medicare Part D and Medicare supplement insurance are also an important part of the services which I provide to my clients. Any major change in a client’s life may mean an update to that client’s financial plan and reason to call.
I have helped many of my clients manage wealth that now spans four generations and I continue to network my client base and my business retirement accounts to help clients manage multi-generational wealth. Most of my new clients are referrals from my current clients; new clients are welcome.
I regularly attend continuing education courses for my various professional licenses as I strive to improve my knowledge of products as well as the ever-changing landscape of government laws and regulations. My goal is to always be available to you, my clients, whether we meet in your home, in the office, via my toll free phone number ((800) 705-7385), on my cell phone ((316) 655-1375) or through this Web site, I am here for you!