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How We Work

Our Process

We create strategies that are tailored to your needs and goals.

Our Mission

Years of experience have prepared us to guide you through your life transitions.

Our Services

We have diverse strategies to help you reach towards your goals.

Client Centered

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Meet Tom

Meet Tom

Tom was born in Summit, NJ and moved to Leawood, KS in 1984.  He attended Kansas State University and Baker University, where he earned his MBA.  While still in high school, Tom turned one of his passions into a business by opening a sports collectible store.  Tom owned and ran this for 13 years and became a founding member of Ebay Power Sellers.  In 2001, Tom decided to pursue one of his other passions and changed career paths to become a wealth advisor. Since 2001, he has been helping his clients pursue their financial goals and dreams. 

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Your Roadmap To Financial Freedom

Your Roadmap To Financial Freedom

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.