Born and raised in Leavenworth Kansas, Jim worked with Hallmark Cards in various positions for 15 years. He then chose a career as a financial advisor with New England Financial in 1991.

His practice involves primarily dealing with retirement assets and estate planning issues. These issues, left unattached cost families thousands of dollars each year without proper planning. Through a team approach with attorneys and CPAs, he works to maximize the goals of his clients and minimize the loss of assets to taxes.

Jim is licensed in both Kansas and Missouri, with licensing in life and health contracts. He is also a registered investment advisor representative with Sammons Securities maintaining Series 6,7,63 and 65 securities registration with the NASD.

Jim lives in Lansing, KS with his family. He is actively involved in his community, and the lives of his children.

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As a native to Missouri, Mike grew up in the Pleasant Valley-Liberty area. He graduated from the University of Missouri at Rolla with a B.S. in Mechanical Engineering in 1974. After 20 plus years in that field, he changed careers and became a financial advisor in 1997. Mike is a Certified Senior Advisor and a Registered Investment Advisor Representative with Sigma Planning Corporation. He holds various licenses in Life, Health, Variable Contracts and General Securities.

Mike assists our clients in every aspect of their financial lives by providing the most comprehensive and personal service available. By listening to their goals and desires, Mike and his network of financial professionals guide our clients into achieving their dreams.

Mike lives in Kearny, MO. With his wife and has three grown children, Krista, Daniel and Meghan. He is also an active member of the East Clay Co. Rotary Club and the Liberty Sertoma Club.

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Born and raised on a small farm near Argonia, KS, Jim is a 1978 graduate of Kansas State University with a B.S. in Chemistry. He worked for Colgate Palmolive in various management positions until 1994. He then chose a career as a financial advisor after seeing the trials of his sister upon the unexpected death of her husband at age 30.

Our practice involves dealing with retirement assets and estate planning issues. These issues, left unattended, cost families thousands of dollars and a lot of needless heartache. Through a team approach with attorneys and CPAs, we work to maximize the goals of our clients and minimize the loss of assets to taxes.

Jim lives in Olathe, KS with his wife, Kim, and four children. He is actively involved in his community, his church, and the lives of his children.