I am the Managing Partner and co-founder of Legacy Wealth Planning, L.L.C. I have spent 35 years in the financial services industry. My work experience involves 22 years as a licensed securities registered representative and licensed insurance representative, and 13 years as a Fee-Only advisor. During 5 of those 13 years, I also served as a trust officer and have done income tax preparation for 10 years.

My passion is helping people. I feel very fortunate to be able to combine all of my experience into one discipline that was not a widely recognized occupation when I started. In retrospect, I was able to follow a blueprint very similar to one you would pursue if you came out of college today with the goal of being a financial planner. The most difficult part of the plan was to convert to a Fee-Only advisor relationship. However, it has provided the best 13 years out of the 35 year journey.

• Bachelor of Arts degree in Speech Communications and Human Relations from the University of Kansas
• Chartered Financial Consultant from The American College
• Chartered Life Underwriter from The American College
• NAPFA member since 1998
• Licenses held before becoming Fee-Only
  • NASD Series 22, 6 & 63
  • Licensed insurance representative, Kansas & Missouri
• Former member of Methodist Church finance committee
• Current member of Methodist Church Foundation

I currently live in Overland Park, Kansas with my wife Brenda. We have two children, a son and daughter who are both living on their own.