Wealth Advisor

I have an undergraduate Liberal Arts degree from the University of Kansas and an MBA from Avila University. My early work history was working on top secret projects for Honeywell within the Nuclear Weapons complex. My investment background extends back 27 years. I have worked for two major Trust Departments: Gold Banc Trust Department and The Private Bank Trust. My expertise includes a long history of assembling and managing portfolio’s containing stocks, bonds and alternatives for high net worth clients, non-profits and corporations.