Thanks for checking out my biography!

My wife, Karen, and I have five amazing children. We love St Louis and the diversity of people, cultures, food, beliefs and communities. We homeschool, raise chickens, volunteer and bake goodies as often as we can find an excuse. Pi day. It's a thing.

I started with Edward Jones in 2018 after a career teaching people how to grow everything you might see in your neighborhood. It was seriously fun but – surprise! – you can't make a living at it. As a former educator, I know what it feels like to have more month than means and low certainty about the future.

The anxiety we experienced around finances could have been eliminated if we'd had someone who was willing to learn about our goals and advise us. Now, we can be that for you! Together with my work partner, Stacy Newton, we focus on what is most important to you and create a plan to get there through one-on-one personal service and care.

We measure our success by clients that only need to retire once, children who receive a great education without the crushing burden of debt and the amazing relationships we get to make along the way. Every time a client wipes out debt, creates a safety net or increases their savings… We know we are where we belong!

We focus our efforts on people who are sincere about living their best lives. We partner with small business owners, medical and legal professionals, retirees and other successful earners who are just trying to carve out a future for themselves and their loved ones. Every situation is unique, and we tailor our services to the needs of each client.

You have heard our story, now we want to hear yours!

Focus areas

  • Retirement Savings Strategies
  • Socially Conscious Investing
  • LGBT Finances
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Gardening
  • Spending Time with Family
  • Community Outreach
  • Outdoor Enthusiast
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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