Financial Advisor
CurrentI use a pragmatic investment planning approach, believing it's about having enough to pursue goals - not taking high risk for the highest returns possible. I believe preservation of value is more important when striving to make the money last as long as you do.My goal as your financial advisor is to use a process that helps accumulate, invest and manage your financial assets aiming for the quality of life as you define it. I can do this by carefully listening to you to learn what you care about and then using a financial planning & Social Security analysis to determine what may be required to pursue the goal. I strive to increase your confidence by collaborating with & educating you to create strategies you are comfortable with, tactics that make sense and fit your budget. This process can bring clarity and help to increase your capabilities to make informed decisions about investment allocations and Social Security choices.My primary work is done in the Kansas City Metro, Lee’s Summit, Independence, Overland Park Kansas, Jackson County and Johnson County areas.I have experience in personal investment, Social Security & financial planning analysis as well as small business retirement plans, IRAs, Defined Benefits, 401(k) & SIMPLE IRAs. Retirement planning, portfolio design, insurance and estate planning.1981-1982 Financial Advisor Waddell & Reed; assisting clients 1982-1984 District Manager Waddell & Reed; assisting clients and hiring/training new advisors on insurance, financial planning, investment advice and retirement planning.1984-2002 Division Manager Waddell & Reed; managing, compliance oversight, hiring/training advisors on insurance, financial planning, investment advice and retirement planning.2002-2009 Regional Consultant Waddell & Reed; consulting/training advisors
