7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Having been in the financial services industry for 27 years I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you. I endeavor to know and understand your financial situation first and then provide only the highest quality information, services, and products to help you reach your goals. As an independent Investment Adviser I can offer a variety of financial products and services that are tailored to your family’s situation. For risk-averse clients, there’s no reason to jeopardize your hard-earned savings when there are retirement solutions that provide complete protection of principal and a retirement income you can never outlive.
Areas of Focus
- Fee-Based Money Management
- Comprehensive Retirement Planning
- Income Planning Strategies
- Social Security Optimization
- Tax Free Retirement Options
- Efficient Wealth Transfer
- Medicare Education and Strategies
Interests & Community Participation
- Peloton Spin Class
- Church of the Resurrection
- Speaker for The American Heart Association
- Royals Baseball
- Wine Tasting
- 1995-Present, President of Link (Retirement &) Financial Services
- 2013-Present, Investment Adviser Representative with Royal Fund Management
- BA, The University of Central Oklahoma
- CLU, Chartered Life Underwriter, The American College
- ChFC, Chartered Financial Consultant, The American College
- RICP, Retirement Income Certified Professional
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
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