7840 Metcalf Ave
Overland Park, KS 66204
I aim to simplify the complexity of investing. Each person has their own path, let’s get together to find yours!
I hope to assist customers in achieving financial success by providing specialized solutions that complement objectives, values, and aspirations. In order to help individuals and organizations confidently navigate their financial journeys, I seek to simplify difficult financial decisions through personal counsel, detailed planning, and continual education. With a focus on trust, transparency, and long-term relationships, I am dedicated to helping clients build and preserve their wealth, pursue financial independence, and create a lasting legacy.
I am originally from a small town south of St. Lous called Hillsboro, Missouri. Growing up, my life revolved around sports. I took that and ran with it, earning myself a scholarship to play basketball at the University of Central Missouri. At UCM I was able to earn my undergraduate degree as well as my Master of Business Administration. UCM also introduced me to my wife, Audrey, who was a volleyball player there. Audrey and I love spending time with family, golfing, going to the lake, and playing any sport we can to stay active.
Achievements:
- Licenses - Series 7 & 66 - Held with LPL Financial
- Graduate of University of Central Missouri – Bachelors & MBA
“It is better to have a great team than a team of greats.”- Simon Sinek
We believe our clients deserve the best service possible. Having a team of dedicated individuals, each with their own strong suits, gives our clients the confidence that we can meet their unique needs.
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Insurance
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.