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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

As a Financial Advisor, K.C. helps clients bring clarity and confidence to their financial lives. He takes the time to understand what matters most—each client's goals, values, and vision for the future—then develops thoughtful strategies designed to support them at every stage of their financial journey.

Credentials

K.C. has been in the financial services industry since 2003, bringing over two decades of experience helping individuals, families, and business owners navigate complex financial decisions. He spent 10 years with UMB Financial Services, where he developed investment and planning strategies tailored to each client's unique circumstances.

Currently with First Investments & Planning, K.C. focuses on building long-term relationships grounded in trust, consistency, and personalized guidance. His approach integrates portfolio management with broader financial planning, aligning investment strategies with each client's goals, time horizon, and risk tolerance.

He helps clients navigate important financial decisions—from building wealth and preparing for retirement to managing life's transitions and planning for the future. He believes financial planning is an ongoing process that evolves alongside each client's life and priorities.

He holds Series 7 and 66 securities registrations, along with life, health, and variable insurance licenses.

Passions

A lifelong resident of the Kansas City area, K.C. values being part of the community he serves and staying connected to the people around him. He is an Eagle Scout and previously served in the Missouri Army National Guard.

He is active in his church and volunteers with The Nature Conservancy and Bridging The Gap.

Outside of the office, he enjoys spending time with family and friends and staying involved in his children's many school and sports activities. K.C. has been married to his wife for 18 years, and together they have two children. He brings the same sense of discipline, commitment, and perspective to his personal life as he does to his work with clients.

Raymond James is not affiliated with the above organizations and/or charitable causes.

You should discuss any tax or legal matters with the appropriate professional.

Check the background of this firm on FINRA's BrokerCheck.

Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.

Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors.  Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.

Investment products are:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

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FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

NMLS 412727

Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

Awards based on independent surveys and editorial methodologies for the years shown. Recognition does not imply endorsement or affiliation.