J.C. is a Financial advisor located at Bank of Lee’s Summit in Lee’s Summit Missouri. He is a Registered Representative with the Broker/Dealer, Bankers & Investors Company and has been serving Kansas City as a financial planner since 1998.
J.C. is a native of Kansas City Missouri and graduated from Missouri Western State College with a Bachelors of Arts in Business Administration in 1985. His educational focus was Accounting and Finance. His training and experience include helping families, individuals and businesses with managing, growing, protecting and transferring their personal or business assets.
J.C. continues to educate himself through additional certifications, course work and topical research to stay ahead of the ever changing financial landscape. He currently serves as Treasurer of a large non-for-profit organization in the Kansas City area where he counsels, mentors and teaches classes on money management, including debt reduction and long term planning.
"As your Financial Advisor I am committed to helping you build a financial plan that is right for you. Working together we can implement a solution for asset accumulation, income needs and asset protection that can help you meet your personal financial objectives; whether those objectives involve planning a comfortable retirement, saving for that special goal, or help in managing your investments.
