In my opinion, I have the best job in the world. I have the privilege of helping families construct and implement a financial strategy and see them enjoy the benefits. A wise person once said that when you love what you do, you'll never work another day in your life.

As a financial advisor, I believe it's critical to understand what you're working toward before you invest your money. Working closely with you, your CPA, attorney and others, I can help determine the most appropriate financial strategy for you and your family.

Attending the University of Missouri, I graduated summa cum laude with an MBA. I also graduated summa cum laude with a bachelor's in finance from the University of Missouri-St. Louis.

My professional designations include:

CFP® Certification: The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who pass the CFP® Certification Examination, the CFP® Board's Fitness Standards, agree to abide by the CFP® Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

AAMS® Designation: The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Currently, I serve our firm and other advisors as a visiting veteran and our leadership team as a field trainer, mentor and level leader.

Active in our community, I served on the board of the Overland Rotary Club and the University of Missouri-St. Louis Alumni Association. Currently, I serve as an Elder and member of the Finance Team for the Kirk of the Hills Church.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Business Retirement Plans
  • Charitable Giving

My Personal Interests

  • Pickleball
  • Tennis
  • Reading
  • History and Museums
  • Trivia

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 07:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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