Smart 401K

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Overland Park – the first location to open before expanding nationwide – is here for you, serving the areas of Overland Park, Leawood and Olathe. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

I served four years in the Navy during the Desert Storm campaign before attending college on the GI Bill. I’ve been a financial planner since 2001, specializing in comprehensive financial planning for my clients all across the country. Away from work, I enjoy spending time with my family, traveling, and playing lots of tennis! EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I make sure to recharge at home. But I also stay active, whether it’s hiking in the mountains, traveling, or attending concerts and sporting events. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.