Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, research, E- Seminars, iMoney and more.

As a Financial Advisor, I help my clients with all aspects of their financial picture. Pre and post retirement planning are important tools in any financial portfolio. Life Insurance is important for young families as is Long Term Care insurance for older clients to manage risks to livelihoods and assets. Learning about how and when to start taking Social Security, Medicare, Medicare Part D and Medicare supplement insurance are  important parts of the services which I provide to my clients. Any major change in a client’s life may mean an update to that client’s financial plan and is a reason to call us.

I have helped many of my clients manage wealth that now spans four generations and I continue to network my client base and my business retirement accounts to help clients manage multi-generational wealth. Most of my new clients are referrals from my current clients; all new clients are welcome.

I regularly exceed the number of required continuing education hours needed for my various professional licenses as we strive to improve my knowledge of products as well as the ever-changing landscape of government laws and regulations. My goal is to always be available to you, myclients, whether we meet in your home, in our office, via our toll free phone number (1-800-705-7385), on my cell phone (316-655-1375) or through this Web site, we are here for you!

Newsletters

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.