Is protecting your family and loved ones important to you?

As a husband, father of three and financial advisor, protecting my loved ones and the loved ones of my clients is always foremost in my mind. My branch office administrator and teammate, Stephanie Courtois, and I partner with our clients to ensure they have optimized plans in place that enable them to weather life's unexpected storms. We work hard to listen to our clients to understand what is most important to them. We then apply an established process allowing us to assist our clients with creating, implementing, and achieving their financial goals, large and small.

Nothing is more important to me than my family. My wife, Michelle, is a successful real estate agent in the Saint Louis area. Together we have three children, Mackenzie, Colton and Andilynn. Making sure they are provided for both now and in the future is one of the most important things I can do as a husband and father. I work hard to make sure all of my clients are served with the same level of care that I apply to my own family.

If you would like your family to be cared for this way, please call. Let's chat.

Focus areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • New Investors

My Personal Interests

  • Baseball
  • Coaching Sports
  • Track & Field
  • Health & Nutrition
  • Outdoor Enthusiast

Office Information

Office Address

10115 Manchester Rd Ste 101 St Louis, MO 63122

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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