In a partnership with our practice, you are the CEO, or chief executive officer. You are in control of defining your mission, shaping the vision for your future and molding the culture of your life to prepare for the impacts you want to make and legacy you want to leave. Your shareholders are those who are most important, which may include your spouse, kids, grandkids, parents, siblings, friends, charities and even yourself.

My team's role is to act as your CFO, or chief financial officer. We help organize your finances today to align with your mission. We are equipped to help you build wealth through our investment philosophy to bring your vision to life over the long-term.

Several of my personal experiences have prepared me to help each individual make the most efficient decisions for their situation:

- My six years spent as a bond trader helps me appreciate each person's analytical tendencies.
- Athletics have taught me about teamwork and how to work together.
- Initially wanting to become a teacher, I tend to lead with education first.

Within the community, I have been a member of the Cottleville-Weldon Spring Chamber of Commerce since 2014. I'm also a leader locally for an organization called F3, which is a free men's outdoor fitness group focused on exercise and the development of community leadership.

Finally, I enjoy my Cardinals and Blues, BBQing, a great cup of coffee, working out and my slowly improving golf game. My wife, Elizabeth, and I both grew up here and currently live in O'Fallon with our children, Benjamin, Lexi and Theo – and our dogs, Zoey and Lucy. We are parishioners at Immaculate Conception of Dardenne Catholic Church and supporters of the St. Charles City-County Library District, St. Louis Zoo and Alzheimer's Association.

We are excited to learn about you and begin bringing your mission, vision and culture to life.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Socially Conscious Investing
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Golfing
  • Pets
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 08:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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