After graduating with an Engineering degree from The University of Texas at Austin, I moved to Kansas City in 1987 and married my wife, Doris. We started our family here and now have four wonderful children.
While working, I completed my MBA at Rockhurst College. I enjoyed working on a range of engineering projects, including some that are now orbiting Saturn and a mission that reached Pluto. Over time, I felt a strong pull to work more closely with people and the community. In 2007, I transitioned to a career as a Financial Advisor. I began at UBS, earned my CERTIFIED FINANCIAL PLANNER™ designation, and built my business from the ground up.
As some UBS colleagues moved to independent practices, I realized this approach could better serve both my clients and me. Now, as an independent advisor with Summit Financial Networks, a boutique firm, I find the profession incredibly rewarding. My independence allows me to regularly connect with other advisors and share ideas.
Outside of work sailboat racing, traveling and spending time with my family. My experiences in raising a family, caring for a parent in a nursing home, and running a small business help me relate to my clients on a personal level.
If you would like to meet to discuss any of your financial planning needs, please feel free to click the “Contact Us” button at the top of the page.
CERTIFIED FINANCIAL PLANNER™ Professional
Series 7, Series 66, Series 24
Insurance: Life and Health
Masters of Business Administration: Rockhurst College
BS Mechanical Engineering with honors: University of Texas