Since 2003, I've been working with individual investors and small business owners here in St. Louis as a financial advisor with Edward Jones. During that time, I've experienced some of the best times in the market - and some of the worst.
Because of that experience, the plans I help clients build are ever-mindful of risk. Not just market risk, but all kinds of risk. Growing up playing hockey and lacrosse taught me that a good defense can be just as important has having a good offense. That perspective has helped shape the approach I take in discussing financial goals with clients, while helping them build individualized and well-diversified portfolios designed to meet them.
Speaking of sports, I'm excited that my son is following in his father's footsteps by playing lacrosse in high school! My daughter is right on his heels, playing field hockey and volleyball. I'm tremendously proud of them both! My wife, Kristi, and I enjoy traveling with them and making new family memories together.
When I'm not in the office, I enjoy cycling. It's a great way to keep fit and clear your head. Over 15 years ago, I completed my first 'century ride' (100-plus miles) and have done many since. Aligning that interest with Edward Jones' sponsorship of Pedal the Cause has allowed me to raise thousands of dollars for cancer research over the years.
In the office, I lean heavily on my AAMS® and CRPC® (Chartered Retirement Planning Counselor) designations in working with Clients. I enjoy helping folks distill the very complicated investing landscape into easily-understandable action steps aimed at helping them achieve their goals.
If you're interested in partnering with an experienced professional to help you navigate your financial journey, wherever in the country you might be, give my office a call. I'd love to set up some time for a casual conversation to see whether we're a good fit for your needs. I look forward to talking with you.
My Personal Interests
- Auto Racing