Why I do this.

For over 30 years I traded bonds with some of the biggest institutional investors in the country, a business which I loved. But over time that business evolved from a relationship business to a computerized structure which I did not love. Too young to retire, I decided to bring my unique perspective to Edward Jones to work with individuals, families and businesses. My only regret is that I didn’t make this move 10 years earlier.

I have an in-depth discovery process in which we work together to uncover and articulate what is most important to you. Then we will build personalized strategies designed to help you reach your various goals, such as retirement, college savings for children or grandchildren, and insurance to protect your legacy from unexpected catastrophe. Finally, we will partner with you going forward to help ensure we stay on track and avoid traps and blind spots.

I partner with Stina Roach, my Sr Branch Office Administrator, who has been with Edward Jones since 2003. She handles all the administrative details and paperwork for your account. You will hear from both of us at various times during the year as we work to improve your client experience. I will also work closely with your CPA and attorney as needed to combine our collective expertise to best serve your needs. In addition, we are supported by thousands of people and very sophisticated technology to help us provide you with the most comprehensive guidance available.

After many years in Houston, TX, Ginny and I moved to St. Louis, her hometown, in 2009. I have a BA in economics from Sewanee: The University of the South. We have four grown children and two grandchildren.

If you would be interested in a complementary consultation to see if we might be a good fit, call us at (314) 989-1067.