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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founding Advisor
      • Jan 1976 - Present

      We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be. Since 1976, we have been privileged to help our clients focus on accomplishing those things that really matter most to them in their lives. We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be. Since 1976, we have been privileged to help our clients focus on accomplishing those things that really matter most to them in their lives.

Education

  • University of Pittsburgh - Joseph M. Katz Graduate School of Business
    Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst
    2005 - 2006
  • The American College of Financial Services
    Chartered Financial Consultant
    1982 - 1983
  • College for Financial Planning
    CERTIFIED FINANCIAL PLANNER TM
    1979 - 1981
  • The American College of Financial Services
    Chartered Life Underwriter
    1977 - 1980
  • University of Missouri-Kansas City
    Studies in Business Administration
    1973 - 1976
  • University of Missouri-Columbia
    Business Administration
    1972 - 1973
  • Raytown South High School

Community

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