I am married to my best friend, Christa, and we had our first child Harper on my 40th birthday (the best gift I could ever get!). We live in Lee’s Summit, MO and I grew up right down the road in Raymore. Christa grew up in Wichita and crazy enough I actually knew her parents before I knew her. We love food, craft beer, and traveling. Thanks again for viewing my profile and I hope you check out the rest.
I’m a complete craft beer dork and have been making – or at least attempting to make – my own beer since about 2014. Christa and I love to travel and you can count on us hitting up a few of the local breweries on just about every vacation.
I also love to golf and as I write this my goal is to get to a single-digit handicap, although I think might be getting worse. 😔 So, now that you know a little about the personal and fun stuff, let’s get to know a little bit more about me professionally and how I got to where I am today.
So who exactly am I at NextGen Wealth? It definitely seems like I can hold many different titles depending on the day, but for my bio’s sake, I will stick with my professional title of Financial Planner – although you could go with Financial Advisor, Financial Consultant, etc., they’re really all one in the same).
I’ve actually been in the financial planning and financial services industry in Kansas City since 2001. It’s all I’ve ever known as a career choice and I hope it stays that way for as long as I’m capable.
So if you are still reading my bio – much appreciated – you’re probably thinking to yourself that you know all kinds of financial planners or financial advisors and most seem to be no different than the next.
I completely agree as it’s definitely true for many advisors in the financial planning field. With that said, though, keep on reading and I will do my best to differentiate myself.
After being in the industry for a few years, it became quite apparent to me that there was really no difference between financial services firms – they all basically did the exact same thing.
With that being the case, I wanted to create a firm that truly centered on financial planning first and foremost. So that’s exactly what I did in creating NextGen Wealth, where we create a plan first and then determine implementation from there.
It’s been an exciting calling as I’ve been able to work with some incredible clients going through different situations but still sharing the same needs, wants, and goals. We strive to serve those individuals who truly a plan that will serve them the rest of their lives.