I specialize in partnering with select families and small to mid-size businesses to create and execute strong financial strategies. As an Edward Jones financial advisor, I believe it’s important to invest time to understand what you’re working toward before you invest your money. Fully understanding that your needs are complex and unique, we partner with you to develop strategies and see it through until you achieve your goals.

My diverse professional career includes experience as a corporate professional responsible for designing wealth solutions, a CPA background and as a financial advisor. Our focus is on comprehensive solutions that factor in investment, tax and estate strategies. The success of those strategies is critically important and may require a close relationship with your CPA, attorney and other professionals.

Outside the office, my wife and I are active with our four children and their diverse activities. I also serve my local church by leading an entrepreneur small group. I grew up in the St. Louis metro area and graduated from the University of Illinois with a degree in accountancy.

Relationships are key and, in my view, meeting regularly builds a strong and close partnership. I meet where and when it’s convenient for my clients because I recognize the challenging needs of their business and lives.