I have 25 years’ industry experience, attained my CERTIFIED FINANCIAL PLANNER™ professional designation in 2017. I serve with a client first approach and act as a fiduciary asset manager. My passion is to work with clients to achieve financial independence, specifically with interest in tax reduction or elimination strategies and legacy planning for future generations. While I call Kansas City home, I can serve clients throughout the United States. I offer complimentary second opinions for both private wealth and retirement plan accounts.I am an alumnus of the University of Colorado at Boulder, and in my spare time I am passionate about spending time with my family skiing, rafting, and camping.Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.