Ted serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investment selection, on-going portfolio management, tax planning, risk management, retirement, employee benefits and estate planning.
Ted has nearly 20 years of experience in the financial services industry in both banking and wealth management.
Ted earned a Bachelor of Science degree in Finance from Missouri State University. He earned a Master of Business Administration degree from Rockhurst University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Ted and his wife have 5 children: 9-year-old twin boys, an 8-year-old boy, a 5-year-old daughter, and a 4-month old son. When Ted is not running from work to school and then to the next activity, he enjoys playing and watching various sports, attending concerts, and supporting the community through various volunteer activities with his local church.
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