I entered the financial services industry in 1997. I am a native Kansan, having grown up in Kansas City, KS. I went on to college and law school at Washburn University in Topeka.
Over the more than 20 years I’ve been in this industry, I’ve discovered that the greatest financial need is to plan for my client’s retirement income when they are going to need it. The only reason financial planning even exists is because of paycheck death. Paychecks can stop for a lot of reasons, but financial planning generally only concerns itself with long-term paycheck death. That comes in three forms: Death, Disability, and Retirement.
I want to be sure my clients are prepared to cover the catastrophic consequences of premature death or disability. However, an overwhelming number of my clients will make it to retirement age and will see the end of their paycheck. Clients often are aware of the need to save, but most people haven’t looked at how to distribute those savings in retirement. How do I get my money out? How much can I take out of my 401k without running out of money before I die?
After being in the industry for so many years, I look forward to being here when clients come to get their retirement paycheck. My clients have put a lot of trust and faith in me over the years and I want to be here when they realize that trust was well placed.
My wife Julie and I just celebrated our 25th wedding anniversary. We live in Overland Park with our three children–Grace, Jack and Maddie. We attend Church of the Resurrection and are active in their ministries. In my spare time, I enjoy fishing, Royals baseball, and going to the lake.