Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
University of Kansas, MBA
University of Missouri, BS
College for Financial Planning
More than 20 years experience in financial services including senior leadership of several firms.
Massachusetts Credit Union Share Insurance Corporation Advisory Committee
Cardinal Cushing CentersPlanned Giving Advisory Committee
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Jim’s Licenses and Disclosures