I am the attorney for Heritage Estate & Legal Planning LLC. My legal practice focuses primarily on personal wealth and private business legal services, such as fiduciary advice, estate planning, trust implementation, asset transfers and consolidation, and private business transactions for closely-held and family-owned businesses.
I was also the Director of Family Office Services for Sunrise Advisors, Inc., our family-owned, Fee-Only investment advisory firm. Now, however, I am also a Private Wealth Manager with Creative Planning LLC, who bought Sunrise in April, 2020. I still manage investments and give financial planning advice for families, individuals, and their businesses and foundations.
Before joining Sunrise Advisors and starting this law firm, I was an attorney at Husch Blackwell LLP. Before that, I served as an active duty Captain and Judge Advocate for the U.S. Air Force Judge Advocate General's Corps. My degrees (Bachelor of Science and Juris Doctor) are both from the University of Notre Dame.
My family and I live in Prairie Village.
I was also the Director of Family Office Services for Sunrise Advisors, Inc., our family-owned, Fee-Only investment advisory firm. Now, however, I am also a Private Wealth Manager with Creative Planning LLC, who bought Sunrise in April, 2020. I still manage investments and give financial planning advice for families, individuals, and their businesses and foundations.
Before joining Sunrise Advisors and starting this law firm, I was an attorney at Husch Blackwell LLP. Before that, I served as an active duty Captain and Judge Advocate for the U.S. Air Force Judge Advocate General's Corps. My degrees (Bachelor of Science and Juris Doctor) are both from the University of Notre Dame.
My family and I live in Prairie Village.