As an Edward Jones financial advisor, I believe it's important to invest my time in understanding your goals before you invest your money. Working closely with you and your CPA, attorney and any other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement planning so you have more options down the road.

In 1996, I joined Edward Jones. My St. Louis office is centrally located in Creve Coeur, MO. I received a limited partnership with Edward Jones and have held various leadership positions within the firm. My team consists of two branch office administrators, Nancy Crews and Sue Petruso. They both have a combined total of 29 years of service for our clients. Our branch team will strive to exceed your expectations.

I earned my bachelor's degree in business administration from the Southeast Missouri State University in Cape Girardeau. In addition to my Series 7, Series 66 and life insurance licenses, I've received the Accredited Asset Management Specialist® professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agrees to pursue continuing education.

I was born in California and raised in St. Louis, MO. My wife Traci and I are the proud parents of three children. In my free time, I enjoy exercising, spending time with the family, boating and powerlifting competitions.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Active Lifestyle
  • Art & Theater
  • Health & Nutrition
  • Music
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

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