602 Lana Drive
As an LPL Financial Advisor with a CERTIFIED FINANCIAL PLANNER™ certification, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals.
I currently serve clients in numerous locations throughout the United States.
Registrations: Series 7, 66, 9, 10 licenses held through LPL Financial.
College Degree: Bachelor of Science, University of Missouri, Columbia, Missouri
Military: 8 years U.S. Army
Designations: CERTIFIED FINANCIAL PLANNER™