Specialties
About Me
I have a passion for providing peace of mind to give my clients the confidence to pursue their goals and dreams.
I do my best to serve clients with creative solutions, inspiring trust and giving them the freedom to enjoy their lives. I am a former Division I baseball player at Kansas State University. I graduated with a degree in Finance from the University of Kansas. In my free time I enjoy working out, golfing and spending time with my family. I continue my knowledge through consistent study of the current tax laws, economic & market conditions, as well as specialized learning in different topics of financial planning. I most recently achieved the Chartered Financial Consultant (ChFC) designation through The American College of Financial Services. At The Roth Companies, we provide comprehensive wealth management services to its clients, including investment planning and management, estate planning techniques, retirement planning, annuity advice and insurance selection, long term care planning and tax reduction strategies. Our firm focuses on helping pre-retirees, retirees, and business owners to avoid the most common financial mistakes.
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Interests & Hobbies
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Credentials
ChFC®
Chartered Designations
What do these credentials mean?
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Disclosures
The Roth Companies, Inc., a private wealth management firm, is a recipient of the Five Star Wealth Manager award. The Roth Companies, Inc. is a 10+ year recipient of The Five Star Wealth Manager Award, most recently 2024. This award of excellence is based upon various considerations such as expertise, comprehensive services, and client service satisfaction. It is not indicative of a particular client experience. Awards and associations are not indicative of an investment advisor’s future performance. The firm serves individuals, families and businesses who need financial planning, retirement advice, investment management, tax strategies, insurance, estate planning, and business advisory solutions. Securities offered through United Planners Financial Services, a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through RDA Financial Network, Inc., a Registered Investment Advisor. United Planners, RDA Financial Network, and The Roth Companies, Inc. are separate entities. The information in this email is confidential and is solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling (800) 551-7684. This email may not be monitored every day, or after normal business hours.