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Financial Advisor, CFP®
Holistic Planning - Kansas City
I help Kansas City business owners and professionals plan for succession, business sales, and retirement with clarity and strategy.
I’m a CFP® professional and Financial Advisor in Kansas City who helps individuals, families, and business owners think strategically about their financial future. At Holistic Planning, I deliver comprehensive financial planning that integrates investment management, retirement strategy, and tax-aware coordination into one disciplined, forward-looking plan. As a Financial Planner Kansas City clients rely on for clear direction, I enjoy helping people navigate pivotal life and business transitions. I frequently work with business owners on succession planning and preparing for the eventual sale or transition of their company. I also guide clients through retirement, career changes, divorce, and inheritance decisions. My role is to bring structure and objectivity to complex situations so you can make confident, well-informed decisions. A significant part of my work focuses on Retirement Planning Kansas City professionals depend on. I help clients evaluate readiness, design sustainable income strategies, coordinate tax planning, and align their portfolios with long-term goals. Based in Kansas City, I serve those who value a Financial Advisor Kansas City residents can trust for proactive communication, strategic thinking, and a long-term partnership built to evolve with life and business.
Experience
13 years
Firm Size
small
Response Time
same-day
Firm
Holistic Planning - Kansas City
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Profile last updated: 03/04/2026
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