I have been providing knowledge and services within the financial industry for over 20 years. My mission is to help create value for my clients through the use of financial products, and to provide those clients with stable and confident financial strategies while maintaining unquestionable ethical standards. We at CoreNorth understand the importance of surrounding ourselves with the right independent intellectual capital to best serve our clients. As a Certified Financial Planner™, our team of Planners work together to focus on designing a road map for clients to meet their goals. We strive to alleviate stress from market decisions and life’s uncertainties to help provide balance in life and allow clients to focus on family, career and fun. When you walk into our office, you will sense no pressure to buy a product or sign anything. We want one thing, and that is a chance to build a long term relationship built on open communication and trust Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. CoreNorth Capital Planning, LLC and Cambridge Investment Research, Inc are not affiliated. Products and services offered by unaffiliated insurers are not guaranteed, endorsed or recommended by Cambridge Investment Research, Inc. CoreNorth Capital Planning and Cambridge Investment Research, Inc are Equal Opportunity Employers and an Affirmative Action Employers.CoreNorth Capital Planning13111 E. 21st St. N., Wichita, KS, 67230316.854.4803
Listed skills include Financial Planning, Wealth Accumulation Strategies, Estate Planning, Retirement Plans, and 4 others.