Our team is committed to providing excellent client service as we work with you by helping to identify and define specific financial goals. We partner together with the result being a written strategy that gives clear direction to what you want to achieve. We believe it's critical to invest time to understand what is important to you before you begin investing.

In 1989, I began my career with Edward Jones and was invited to become a limited partner in 1993. In 1997, I transitioned from the home office to become a financial advisor.

In 1995, I graduated from Lindenwood University earning a Bachelor of Arts in business, and earned my CFP® designation in 2008.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

My branch team partners, Sima Schappe and Kelly Yates, are experienced team members who are dedicated providing clients with the highest quality service. Our office was recognized for outstanding service this year by earning an invitation to the Branch Office Administrators Managing Partner Conference which recognizes the top 400 branches of over 18,000 offices in the US and Canada.

My wife, Lisa, and I have been married since 1991. Together, we have four children: Nick, Jack, Katie and Mallory. We also have a spunky dog who loves everyone, her name is Hope. Our family enjoys the Fox Theater, Blues Hockey and all things Disney. We also love spending time visiting our nation's splendid national parks.

Having a relationship with our clients is key, and in our view, meeting face to face strengthens that relationship. We are thankful for our clients' trust and engagement and we are committed to helping them achieve their goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Divorce Finances
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Art & Theater
  • Hockey

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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