I have lived in and around St. Joseph all of my life. I am a proud Missouri Tiger alumni and fan. I studied economics and finance at Mizzou and have worked in the financial services industry for over 30 years.

My wife, Stacy, and I have three adult children - daughter Olivia, and twin sons, Harrison and Hayden. We enjoy travelling when we can and my sons and I enjoying fishing together when time permits. My family is active at Wyatt Park Baptist Church in St. Joseph. I currently serve on the board of directors of the South Central Buchanan County Fire District.

I believe a team approach is key in helping you achieve your goals. My branch team partner, senior branch administrator Marcy Hopkins, has over 25 years of experience in the financial services industry. We began our work together here in 1999. Marcy and I take great satisfaction in partnering with our clients, and their attorneys and accountants, throughout their lives, working to achieve their financial goals.

Marcy and I have worked with numerous clients for over two decades and across multiple generations of many families. We also are able to serve clients throughout the Midwest and across the U.S.

Our focus is on serving people who are serious, long-term investors. If you are looking for a long-term partnership with your financial advisor, I invite you to call or email us to set up an appointment, so we may begin that conversation.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Football
  • Traveling
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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