I bring more than 22 years of financial services experience to my clients and have served as an Edward Jones financial advisor since 1999. I played a key role in expanding the presence of my firm in the United Kingdom by opening the first international Edward Jones branch office in Edinburgh, Scotland, where I served clients and mentored fellow financial advisors from 2002 through 2007.

As a result of reflecting on the past and looking to the future, I continue to enhance my professional vision, which is "to empower people to do the things that inspires them, so together we can build a better world".

I use an established process to organize, protect, build and transfer wealth by helping others identify key goals. I then personalize tailored solutions to help them work toward those objectives. I partner with my clients throughout their lives to keep them on track. I intentionally maintain a smaller number of clients.

I earned an economics degree from Colby College in 1997 and my certificate as a CFP® in 2009. I am a proud alum of Culver Military Academy. Originally from the St. Louis area, my son, Cooper, and I live in Town & Country.

I am involved in the community and coached several youth teams with the AAA Amateur Blues and Chesterfield Hockey Association. As a former professional hockey player, I maintain the love for the game and continue to pay it forward coaching in the St. Louis Knights. Recently, I became the area deputy leader of the United States Humane Society.

When calling or visiting the office, you may speak with branch office administrator, April Pohtos, who has over 15 years of experience. Our passion is to conduct business ethically and professionally. We treat people with respect and dignity and maintain a "client first" attitude.