
Financial Consultant
Topeka, Kansas Area

Financial Consultant
Topeka, Kansas Area
As a financial adviser, consultant, and planner associated with a firm whose comprehensive financial planning system, which has assisted clients in planning a successful future for over twenty seven years, I have the ability to share this same experience and knowledge with my clients.
Additionally, the financial knowledge of the forty-eight year firm allows the insight to deal with uncertain economic times as well as prosperous ones.
Corporate and individual financial consulting
(Financial Services industry)
October 2007 — Present (2 years 2 months)
As a financial consultant, I work with individual clients by providing independent, non-proprietary advice, which may include creating cash flow, reducing tax liability, planning for retirement, developing an investment program, paying for college education, planning for major purchases, and general financial advice.
I can assist businesses in attracting and retaining key people by assessing the quality of the current fringe benefit program, potentially reducing health plan costs and payroll taxes, establishing a better company savings program or pension, and offering additional fringe benefits.
- Certified as a CFPS Mentor Planner
- Investment Adviser Representative
- Registered Representative
Securities offered through Tandem Securities, Inc.,
Member FINRA, SIPC
Advisory Services offered through Tandem Advisors, Inc.
3706 SW Topeka Blvd., Suite 420 Topeka,KS 66609 785-266-3310
(Electrical/Electronic Manufacturing industry)
September 2007 — Present (2 years 3 months)
Developing new business contacts while helping to maintain existing contacts. Whereas, I am not involved in the day to day operations of the company, I am one of the owners.
I specialize in the marketing concepts of Greenwave Electric.
(Privately Held; 11-50 employees; Electrical/Electronic Manufacturing industry)
May 1998 — September 2007 (9 years 5 months)
Delivered material to projects
Oversaw the warehouse
Worked as an apprentice in the field
Worked as a journeyman in the field
Estimated projects commercial and residential
Managed projects of various scopes and various sizes.
CHFC, CLU 2008 — 2012 (expected)
None , English, Political Science, Philosphy , 1999 — 2000
None , Political Science, Philosphy, Psychology , 1997 — 1998
Improving my financial consulting practice, researching new companies to invest in, starting new business ventures, writing, reading, listening and playing music, University of Kansas all sports, University of Nebraska all sports
NAIFA - Active Member
Society of Financial Service Professionals - Associate Member
Topeka Active 20-30
Transform Topeka - Board Member
Heartland Visioning, Task Force - Member
Named one of "Topeka's Top 20 Rising Stars" by TK Magazine, Vol. 2 Issue 6 - May/June 2008