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Mariner Holdings

  • Asset Management
  • Portfolio Management
  • Money Management
  • Investments
  • Wealth Management
5700 W. 112th Street, Suite 500
Overland Park, KS 66211
(913) 647-9700
(913) 647-9725 (fax)
  • About

    I am a senior wealth consultant at Mariner Wealth Advisors in Kansas City. I focus on relationship management and new business development. I work primarily with business owners, senior-level executives and family offices. My job is to formulate and implement financial plans by connecting people to the right resources, both within Mariner and outside of our firm, to assist with wealth accumulation, business succession, tax strategies, risk management and estate planning. I also work with businesses who need valuations, M&A advisory, retirement plans or cash management needs.