I am a graduate of the University of Central Missouri, where I majored in Accounting, minored in Finance, and also returned later to receive an MBA in Ethical Strategic Leadership. I began my career overseeing endowments, foundations, and pension plan portfolios at State Street Bank & Trust and later moved to Schwab Performance Technologies. During my time at Schwab, I gained industry experience in portfolio management, client relationship management, and investment platforms. Throughout my career I have developed a passion for process improvement and development of workflow efficiency.
I currently live in Lee’s Summit with my wife, Abby, son Benjamin, and daughters Audrey & Ayla. I have a passion for music and played the saxophone throughout high school and college in both marching and jazz bands. In my free time I enjoy playing golf, spending time with family and friends, and cheering for the Chiefs, Royals and Missouri Tigers.
