About Us

I work with school district, government, and non-profit employees throughout the Midwest to help them be financially prepared for whatever comes next in their lives. I provide individuals, school districts, and non-profits with retirement planning options, financial education, financial wellness programs, and public speaking engagements. We are also are endorsed by the Missouri NEA and work with their members to help educate them on retirement planning.

Primary Services:
Comprehensive Financial Planning
Student Loan Planning
Investment Management