Our goal is to help you and your family to 1) organize and understand, 2) build and enjoy, and 3) protect and ultimately transfer your wealth.

I believe we all need financial help at some point in our lives and it’s my mission to be that trusted resource for our clients, their families and loved ones.

To enrich the lives of our client families through compassionate and educational dialogue focused on financial and life strategies that ultimately inspires action to achieve their goals.

Imagine trying to assemble a jigsaw puzzle without seeing the big reference picture on the box first. Confusing and stressful, right?
We partner with our client families for a truly holistic life view (i.e., how does it all piece together? Not just the finance portion.) To do this, we utilize the same "Big Picture" approach that begins with visiting and talking about what is most important to you and your family. This serves to create our reference picture. Next, we'll identify your current situation, forming the "edges" of the puzzle while simultaneously sorting the other pieces into groups/categories allowing us to continually identify gaps, missing items and challenges. Then, utilizing our established process, I'll tailor strategies to help bridge the gaps and fill-in those missing pieces along the way.
Lastly, it's important to know that you have a partner for life as we’ll continually refine and adjust your strategy to help ensure you stay on track and are prepared for those times when life shifts or alters the big picture on us.

I've been married to my best friend and wife, Christine, for nearly 25 years now. Together, we have two amazing daughters (college and high school) and live in the West County - St. Louis. We enjoy spending time with our family and friends via travel, the arts, theater, movie nights and simple get-togethers. I'm also a former professional photographer, which is evident from a quick tour of our branch office.

I’m very blessed to be teamed with Jo Lynn Selter, my senior branch office administrator of nearly five years. Hers is the vibrant voice you hear on the phone and the cheerful face that greets you when you visit our branch. An Air Force Veteran, Jo Lynn is married to her husband, Scott, and together they share four children and four grandchildren.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • College Savings
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Art & Theater
  • Photography
  • Gardening
  • Personal Fitness

Office Information

Office Hours

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

Additional Hours

  • Evenings

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More