As an independent financial advisor at ClearPlan Financial, Inc., I help individuals and business owners make smart decisions with their money. I earned my Bachelors in Business Administration, Magna Cum Laude from Wichita State University and my Masters of Business Administration (MBA) from the State University of New York at Buffalo.
It is my job as your financial partner to determine the right mix of accounts, investments, insurance and overall risk level to take in order to give you the lifestyle you want. I do not believe in a one-size-fits-all approach to investing, so customizing a plan that fits your needs is priority number one.
My client commitment to you stems from my years working for my family's local home improvement business. I seek to earn your trust through ongoing, open communication and consistently meeting or exceeding your expectations. We will work together to customize a strategy to meet your specific goals, keeping your personal risk tolerance top of mind.