Trek Wealth Planning

I started Trek Wealth Planning because I wanted to give people freedom from money anxiety. The nagging worries of “Am I saving enough?” or “How much can I afford to spend?” spill over into all aspects of our lives. But a good plan can bring a sense of freedom over your money and your life.

  • Do you wonder how much you need to save in order to retire someday?
  • Do you have insurance set up to protect your family in a worst-case scenario?
  • Can you afford a pay cut in order to take your dream job?
  • Are you putting your hard-earned savings to work for you?

We will develop a plan to help you answer these questions so you can focus on the things that are most important to you.  

Trek Wealth Planning was built around some key values.

  • Serve our clients with quality financial planning and excellent service
  • Be transparent in how we charge and how we operate
  • Educate our clients on the why behind our recommendations
  • Keep it simple – don’t overcomplicate
  • Be active in and serve our community

When I’m not creating financial plans, you may find me playing outside with my 3 kids, visiting a local craft brewery, or cheering for my alma mater, the Missouri Tigers.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

910 E Broadway Suite 208 Columbia, MO 65201 Phone: (816) 313-8735

Primary Office

910 E Broadway Suite 208 Columbia, MO 65201 Phone: (816) 313-8735