Let's face it, managing your finances is complicated. Where should I be investing? Is there more I could be doing to save on taxes? How will I fund my retirement? How should I structure my estate plan to take care of my loved ones when I'm gone? I help answer these questions and simplify your ...more

Let's face it, managing your finances is complicated. Where should I be investing? Is there more I could be doing to save on taxes? How will I fund my retirement? How should I structure my estate plan to take care of my loved ones when I'm gone? I help answer these questions and simplify your financial life by offering custom, fiduciary advice, guidance & management that's tailored to what's best for you. Part of that is identifying what's important to you and determining your goals are, but even more importantly, it's mutually creating systems to streamline how we work together in achieving those objectives. I'm the Founder and Senior Wealth Advisor at Oread Wealth Partners. Having worked in financial planning and wealth management for close to a decade, I assist clients in navigating their financial lives and helping them attain the things most important to them. Whether it be tax planning, risk mitigation, cash flow analysis, estate planning or investing, I'm able to provide value to clients encompassing a variety of planning areas. I received my bachelor’s degree from the University of Kansas, as well as a law degree and MBA from The University of Missouri – Kansas City. I'm also a CERTIFIED FINANCIAL PLANNER ® professional, meaning I acts as a fiduciary for my clients at all times. In my free time, I love spending time with my wife, daughter, and Mini-Australian Shepherd. I'm an avid outdoorsman and enjoy fishing, hiking, traveling, and rooting for the Kansas Jayhawks.less