Proudly serving YOU!
It's not always easy to take that first step, money can be a tough and uncomfortable subject. That's why I start with a conversation about you, your life and what matters most to you. Whether you're just starting your financial journey, making plans for a family, evaluating retirement strategies or adjusting to a major life event, I am here to help. You deserve someone who understands you and your family and will take the time to listen to what is important to you. Call my office in Liberty to learn more or schedule a time for us to meet.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Liberty Office
- Phone:
- 816-429-7526
- Fax:
- 866-732-7507
- Mobile:
- 816-203-1507
Hours
M – F: 9 a.m. – 5 p.m.