Our role is to empower clients and help them gain control over their financial life. My joy comes fromseeing a client gain clarity of purpose, become passionate about their direction and ultimatelyaccomplish their objectives by building a plan that aligns their life’s work with their purpose and theirfinancial goals.

Our company specializes in helping businessowers and high net worth families fund their hidden economic liabilities. These liabilities are often unknown or unmeasured, yet they can cause future generations irreparable harm. Our job is to assess and analyze these liabilities and find creative ways to pay for them with highly discounted dollars. Registered Representative offering securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. OSJ branch: 1407 Main Street Hays, KS 67601. IFG and Main Street Advisors, LLC are affiliated entities. Securities licensed in CA, FL, ID, NV, PA, WA, TX, NY, HI, AZ, GAThe information provided herein has been obtained from sources believed to be reliablehowever we cannot guarantee or represent that it is accurate, complete or current. Becausesituations vary, any information provided on this site is not intended to indicate suitability forany particular investor. Hyperlinks are provided as a courtesy and should not be deemed anendorsement. When you link to a third party website you are leaving our site and assumetotal responsibility for your use or activity on the third party sites.

Building a Top Of The Table practice by networking with centers of influence and referrals. Recognizing and overcoming fear of failure when networking.

Growing your practice through service. Having a process and procedure is important but managing the data from our clients and referrals can be critical. What tools and processes to use and why.

Share ideas and concepts to Agents and Advisors.The 5 p's all business's must engage policy, philosophy, planning, process, principles. Why applying them to any business is critical to not only it's survival but success.

Work with committee to encourage young advisors within MDRT and to find better ways to connect.