Background: With more than 28 years of financial advisory experience, earning a CERTIFIED FINANCIAL PLANNER Practitioner certification and Chartered Retirement Planning Counselor designation, I have a depth of financial planning technical product knowledge ranging from cash and investments to retirement distribution and business succession strategies. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC.Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.Cambridge and Wealth Management Group of KC. Inc. are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Our Service Model: We provide clients with custom retirement and business owner planning services through all stages of life and careers. We focus on clients who are looking for a comprehensive financial planning relationship, and we offer an asset-based fee in lieu of commissions, so we grow together over time.