About My Practice
My practice includes all financial areas such as protection, investment, retirement, tax, estate and business planning. I work with attorneys, CPA's, trust officers and insurance professionals to implement the more complex plans for business and estate clients. My first emphasis is on protecting the current assets with estate planning documents and risk management techniques, such as insurance, followed by savings and investment programs to accomplish client goals.
I HAVE 20 PLUS YEARS AS A FINANCIAL PLANNER.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 63, 65
Life insurance: KS, MO, CO, AR, NE, Health/disability insurance: KS, MO, CO, AR, NE, Fixed annuities: KS, MO, CO, AR, NE, Variable annuities: KS, MO, CO, AR, NE
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Metlife Securities, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.