Brokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
Financial Consulting Lees Summit
As a Financial Advisor with Bankers Life Advisory Services, Inc. in Lees Summit, MO, I provide personalized wealth management and retirement planning strategies designed to help you achieve your financial goals. I offer guidance on investment planning, retirement income and education funding in addition to health, life and annuity insurance needs. Whether you're managing a financial transition or preserving assets, I create tailored strategies based on your needs. As a fiduciary, I am committed to acting in your best interest, providing ongoing support, portfolio management, and experienced guidance to help navigate every stage of your journey with confidence.
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.