My passion for investing and helping others accomplish their financial goals started in 2009 when I helped start up a student-managed investment fund. This experience, combined with my degree in finance, is what inspired me to become a financial advisor. Today, and every day, I strive to make a meaningful impact in our clients’ lives and our community. I grew up in the St. Louis area and joined Edward Jones in 2011. As my passion for helping others has grown, so has my commitment to be the best possible resource for our clients, which inspired me to earn my CFP® designation in 2017.
Over the years, I’ve had the privilege of helping our clients accomplish their most important life goals, such as retiring early, helping send children to college debt-free and purchasing a second home. I’ve also held the hands of grieving spouses as they’ve mourned the loss of a loved one and helped them navigate their new normal. When life presents unexpected changes, I’ve helped our clients through these life events from divorces, transitioning between jobs and receiving an inheritance.
Giving back to my community has always been important to me. I am an active member of the Rotary Club of West St. Louis County. In addition, I have volunteered in numerous firm leadership roles in our St. Louis region, including helping train our newest financial advisors.
My most gratifying role is that of a husband and father. My wife, Kaitlyn, and I live in Sunset Hills with our son, Jackson, and our dog, Lola. When not in the office, I enjoy spending time with family and friends, as well as golfing, fishing and attending St. Louis sporting events.
My branch office administrator, JoAnne Westcott, is an integral part of our team. She is dedicated to providing our clients with the highest level of service possible. Together, we help our clients grow, protect and enjoy their wealth.
For a complimentary, second opinion or any questions about our office, please do not hesitate to give us a call.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Divorce Finances
- Charitable Giving
My Personal Interests
- Spending Time with Family
Office Address117 Baxter Shops
Manchester, MO 63011 opens in a new window