As a former collegiate softball coach and player for 40 years, I know how important it is to have positive role models in your life. I’ve had several coaches who believed in me, took me under their wings and taught me so much more than the sport of softball itself. As a financial advisor now for eight years, the lessons in my coaching career still ring true: work ethic, attitude and giving back are the pillars on which I stand firm.

As a coach and financial advisor, my job is to develop your game strategy based on your goals and needs – not mine. I strive to create positive and long-lasting relationships that will grow well past your financial portfolio. I hold a Bachelor of Science from Southern Illinois University at Edwardsville and a Master of Science from Eastern Kentucky University.

Outside of work, my family and I reside in Ballwin. We enjoy sports, hiking and playing golf with our 17-year old son. Each Thanksgiving, we run a food drive to feed homeless families in the Parkway School District.

I’m proud of the highly personalized and caring service our office provides to help you meet your financial goals. Our Branch Office Administrator, Monica Kiburz, is the glue of the operation and also resides in Ballwin with her family.

Please feel free to contact me at anytime for your complimentary financial review.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • LGBT Finances
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Golfing
  • Baseball
  • Volunteering

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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