When was the last time you heard a financial advisor say, "I want to understand what is important to you?" Has it been awhile? Have you ever heard it or are you left at the mercy of dialing a toll-free number for advice?
Knowing how to take the appropriate next steps through life's changes is often confusing. By working with me and my branch team, you will know you have someone who wants to understand what is important to you.
Every day, Branch Office Administrator, Sally Walser, and I serve families and small businesses, following an established process to "tailor fit" solutions that help our clients reach their goals. We can partner together to keep you on track by working closely with you, your certified public accountant, your attorney, and other professionals to determine the most appropriate financial strategy for you and your family. It is something you should expect from a financial advisor.
Originally from Texas County, MO, I have lived in the St. Louis area for over 20 years. I am active in the Fenton Chamber of Commerce and currently serve as safety officer for the Kirkwood Harley Owners Group.
Prior to joining Edward Jones, I served a combined 12 years as a firefighter, paramedic and EMS instructor. I was awarded the Outstanding Community Service Award while employed with the Eureka Fire Protection District and was credited with multiple clinical saves during my career. Prior to that, I served as assistant city administrator for the city of Mountain View, MO.
My career has taught me that life can change at any moment. Understanding what is important to you is the first step in planning and preparing for changes, expected or not, that come in life.
I would love to serve as your financial advisor. Call today for a no-obligation review and see how my branch team can serve you.
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Car Restoration
- Outdoor Enthusiast
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