The key to successful investing is to develop a strategy now that can help you reach your future goals.

As your financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with your CPA, attorney and any other professional, I can help determine the most appropriate financial strategy for you, your family and your business.

I began my career as a financial advisor with Edward Jones in 2009.

In 2019, I received the Certified Financial Planner™ (CFP®) certification. 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 Office Administrator, Dawn Mills, joined the firm in 2021 after 20 years' experience in association management. She is an integral part of the high level of service you will receive at our branch.

I believe in being involved in the community you live and work in. In the greater St. Louis area, I currently serve on the board of directors of the Hampton-Chippewa Business Association and the Transportation Club of St. Louis. I'm also a member of the Southampton Neighborhood Association and the Lindenwood Park Neighborhood Association.

My wife, Beth, and I live in Fenton, MO, with our dogs, Remi, Liza and Mabel. Around our neighborhood, I recently ended a four-year term serving as the president of our homeowners' association. In our free time, we enjoy dining out, socializing with friends, traveling and catching an occasional Cardinals game.

When I can be a valued part of your life, please reach out. We are available in person, over the phone or via web conference.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Business Retirement Plans

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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