As a Financial Planner at Dogwood Wealth Management, my primary responsibilities encompass a wide range of services including client consultations and assessments, financial planning, investment management, retirement planning, risk management and insurance planning, tax planning, estate planning, and the ongoing monitoring and review of financial plans. Additionally, I am dedicated to educating my clients to ensure they understand and feel confident about their financial decisions.
Previously, I worked at Modern Wealth Management and have acquired over 16 years of experience in the Financial Services industry. I obtained my bachelor's degree from the University of Missouri in 2005 and earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2019.
What truly motivates me is helping clients make informed decisions and providing clarity to their goals and dreams, both now and in the future. I believe that the greatest value I can offer my clients is my passion for ensuring they live their best financial and personal goal-oriented lives.
Originally from Northeast Missouri, I now reside in Overland Park, Kansas with my wife, Amy, our son, Liam, and our daughter, Harper. Outside of work, I am actively involved in the Financial Planning Association and the Church of the Resurrection. In my free time, my passions revolve around my family, learning, reading, and cooking. With my kids being young, I try to spend as much time with them as possible, including helping to coach my son’s baseball team. I also enjoy spending time with our friends and cherishing those moments together.