With over thirty years of experience in financial services, I find working as a financial advisor truly rewarding. I am able to make a difference in people's lives and help them make some of their most important decisions – those around saving, spending, investing and planning for their financial futures.
Every strategy and solution I offer is made only after getting to know you as a person first. What is important to you? What keeps you up at night? What do you want your legacy to be?
And I want my clients to know me. Only then can we build a relationship based on trust and mutual respect.
I'm an animal lover and have had dogs, cats, horses, chickens, cattle and other furry critters throughout my life. Fostering dogs in my home is one way I help the pet rescue cause, and it's an easy way to give a dog the gift of time to find the right forever home.
My daughter, Micaela, shares my love of animals and recently graduated from Mizzou with an animal science degree. She just got her first job in her field and I couldn't be more proud of her.
Edward Jones is the title sponsor for the Alzheimer's Association, another cause I support. I've seen too many friends, neighbors and clients suffer from this disease and believe a cure will be found in my lifetime.
When I'm not in the office, I may be at a Southwest Area Chamber of Commerce event, as I like supporting local business and lead the ambassador committee, or on a lake fishing. I have two boats (I consider myself an admiral now) and enjoy spending time on the water or anywhere outdoors with family and my significant other, Brian. In full disclosure, he usually catches more fish than me.
In my office, my partner is Lisa Shermer who will likely greet you first. She also enjoys the outdoors and is an avid hiker, camper and kayaker.
I'd like to learn about you and your priorities. Let’s get the conversation started by calling me today at (314) 849-0234 or emailing me at [email protected].
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
Office Address68 Crestwood Executive Center
St. Louis, MO 63126
Phone NumberDebbie Coogan at (314) 849-0234
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