Experience - 30 years experience in the financial services field with expertise in all areas of financial planning including retirement, education, cash flow, estate, risk management, and investment planning. Now specializing in financial issues of divorce.

• Advised one hundred and twenty clients on a wide range of financial planning issues
  including management of $150,000,000
• Designed and managed numerous profit sharing, defined benefit and 401(k) plans
• Taught for 10 years as an adjunct professor for the College of Financial Planning providing training for CFP ® candidates in the Kansas City area.

Honors and Publications

• Named as one of the top 200 financial planners in the U.S. by MONEY magazine in its 25th anniversary issue
• Named as one of the top 200 financial planners in the U.S. by WORTH magazine in 1996
  through 1999
• Hosted Kansas City’s first talk show devoted to financial planning for 18 months on KCMO Radio 810
• Contributor on financial planning issues to various publications including FORBES, The
  Kansas City Star, Chicago Sun-Times, AARP Bulletin, The Wall street Journal, Hitched,
  Kiplinger’s Retirement Report, and The Christian Science Monitor

Education

• University of Northern Colorado, Greeley, CO
• Drake University, Des Moines, IA
• American College, Bryn Mawr, PA
• College of Financial Planning, Denver, CO (A Certified Financial Planner - CFP ® )
• The Institute for Divorce Financial Analysts, Southfield, MI (A Certified Divorce Financial Advisor - CDFA ™ )