Originally from Chicago, my wife Beth and I relocated to the Kansas City area and are currently living in Overland Park, KS. We are welcoming our first child in February of 2024! We are live music fans, huge sports fans, enjoy meeting people at church and the local
community, and we have really enjoyed travel – our favorite trips so far have been Italy and England. When I have some extra time, I never back down from a challenge on the golf course!

Fun Fact – Beth and I met back in 2012 at college while in our Finance classes! We have pretty competitive spirits as we both played NCAA sports at the D1 level – (She was a

swimmer and I played baseball at Eastern Illinois University). You can find me involved here in the KC community as I am also a baseball instructor at Mac-N-Seitz on 135th and Holmes.

• Wealth Management Strategist, Buttonwood Financial Group, LLC: 2024 - present
• Support Advisor, JMG Financial Group: 2022 - 2023
• Financial Planning Associate, JMG Finacial Group: 2018 - 2022
• Financial Services Professional, Hoopis Financial Group: 2016 - 2018
• Experience with executive compensation plans, future tax-projections, and financial planning software, estate plan modeling.
• Passionate about fiduciary financial planning and excited to have the opportunity to provide advice on the entire scope of a family plan.

• Candidate for CFP® certification - 2024
• Bachelor of Science in Business - Finance Major, Eastern Illinois University: 2016

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