I am a process-driven financial advisor committed to providing timely advice and excellent customer service to our clients. We best serve families and businesses that have a long-term investment philosophy and value a relationship with their financial advisor to partner with them as they work towards their financial goals.

Understanding our clients' goals and objectives is paramount in what we do. Our personalized process will help to identify long-term goals while understanding a family's short-term needs and concerns. After a discussion about how we work together, we will have a number of conversations about what is important to you. Only after we fully understand those things are we able to develop a financial strategy, asset allocation and investment strategy.

My wonderful and dedicated office administrator, Jennifer, is always happy to help clients with anything they may need. You will find her invaluable in our process as we work together.

On a more personal note, I am married to my best friend, Samantha. We live in Godfrey with our daughter, Ava. We both grew up in the area and it’s great to live in a community where we can be close to family. Together, we enjoy going out for great meals and experiencing different cities and travel destinations. I am an avid reader, golfer and hockey player.

Before working as a financial advisor, I earned a degree in economics from the University of Illinois in Champaign. I am a CFP® professional and hold the AAMS® designation and continue to work on my investment and financial planning knowledge daily.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Intergenerational Planning

Office Information

Office Address

221 Market St Alton, IL 62002

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
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