We believe you and your family’s financial health is just as important as physical health. That’s why our team takes the duty of “financial doctors” very seriously! As such, it is our responsibility to keep your dreams and goals in mind, while helping to develop a healthy financial path forward. After years in the business, we have developed a reputation for educating our clients in an easy to understand manner. We will help you understand personal financial concepts, define your financial objectives, and assist you with navigating your investments to accomplish your goals. There is no one-size-fits-all approach because every person and every family is different. That’s why we start with a life picture first and then reverse engineer into a financial strategy to fit your personal situation.
We know that things change as life happens. Be it something to celebrate or someone to mourn, we will work with you day by day, year by year, and generation by generation. We will be here to help you and your family adjust and keep on that healthy financial path. Our focus is on your day to day financial needs and goals, which will allow you to focus on life. Our strong commitment is to you, your family, and our community. We are here to help everyone pursue financial success 4 Generations!
LPL Financial Advisor
Mike has over 35 years experience in the financial services industry and has earned the Certified Mutual Funds Counselor designation. He works with clients to identify personalized financial strategies including tax-sensitive planning, retirement accumulation, distribution and estate planning to strive to ensure wealth is passed efficiently and cost effectively to the designated people or organizations in the manner and time desired.
In his spare time, Mike enjoys photography, working on his classic cars, and traveling. Mike is an avid Chiefs and Royals fan.
Mike has over 12 years of experience in the financial services industry and early in life he served in the US Army as a Surgical Technician. Mike works closely with his clients and their families to identify their life goals and who they share those with, planning out their needs, wants, wishes across their family generations. Once the life plan is laid out, he will seek to help solve for that by reverse-engineering into the financial strategies that appropriately fit their goals, including Tax-sensitive planning, retirement accumulation, distribution & estate planning, educational funding, gifting and philanthropy, all to plan so that wealth is utilized and passed efficiently and effectively to the designated people and/or organizations in the manner and time desired.
In his spare time, Mike enjoys spending time with family, attending various sporting events (soccer, softball, basketball) of his daughters in the KC area, volunteering for the charities he is part of, mainly Fore The Kids KC which helps children with mental health issues, depression, anxiety, suicidal risks and beyond. Mike loves to snowboard or go boating on the lake, likes to travel to new places and experience different cultures and food, and getting some exercise whether at the gym or on the pickleball courts.
Client Experience & Operations Manager
Lindsay has been a part of the team since 2015. She oversees marketing strategies and technologies that focus on customer engagement, satisfaction, and experience, as well as account paperwork and processing. Lindsay enjoys spending time with her son Cole, listening to live music, and traveling anywhere warm.
Dylan is our Insurance Specialist, and has worked for the company since July of 2022. Outside of work, Dylan enjoys golfing, hunting, fishing, and watching the Chiefs and Royals.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.