Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. It's easy to get started. Please contact me for a no-cost, no-obligation consultation..show more
Helping you reach your financial goals is my number one objective. Working
together, I'll help you make sound financial decisions consistent with your
comfort level, investment time-line and goals. We can start small and grow, or
evaluate and build upon any existing financial plans. The end result will be a
strategy designed to help you build, protect, use and transfer assets in the
most advantageous way. Periodically we'll review your situation and make
adjustments as needed. It just makes sense - as your life changes, so do your
financial needs, and I'll be here for you at every stage of your life.
As a trusted partner of Envista Credit Union
, I have a strong
history of working with credit union members, their family and their friends. I
have access to a wide variety of investment and insurance products.
Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member
FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It's easy to get started. Please contact me for a no-cost, no-obligation
My education . . .
Career Highlights . . .
- Bachelor of Business Administration (BBA), Washburn University, Topeka, KS
- Bachelor of Science (BS) Criminal Justice, Washburn University, Topeka, KS
Investment Advisor Representative
FINRA Securities Registered
Life, Health and Annuity Licensed
Personal . . .
- Married 14years (wife, Joan)
- Three Beautiful Daughter (Talor, Grace, & Anna)
- Has Called Topeka Home For 40+years