Focus: Insurance Strategies, College Funding Strategies, Business Owners, Financial Education
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
University of Kansas - Bachelor of Science in Finance
volunteering in the Jewish community
Affiliations & Memberships
Alumni of Alpha Epsilon Pi
10975 Benson Drive Suite 350
Overland Park, KS 66210