Throughout my life, helping others has been an integral part of who I am. I chose a career in financial service because I truly believe I can make a difference in the lives of families in my community.
I know firsthand that financial goals are not "one size fits all" and the needs of one person or family differ from the next. My life's journey is humbly rooted with loving, hardworking parents who sacrificed to provide an amazing childhood and help prepare us for the future. Over the years, we experienced hardship as well as the payoff from disciplined preparation, saving and investing. Their example inspired me to develop a strong work ethic and passion for investing toward the future. With this, I am well suited to utilize my life's experience, along with a calling for service and 15 years in the industry to help my clients achieve their most important goals.
Originally from St. Louis, I received my undergraduate degree from the University of Missouri-St. Louis in business management, hold my FINRA Series 7 and 66 registrations, Missouri Life and Health Insurance license, and the College for Financial Planning's CRPS™ designation.
Outside of the office, I enjoy spending time with family, friends and the great outdoors! Along with my wife, Crystal, and our two daughters, Olivia and Evelyn, we are longtime residents of O'Fallon and belong to St. Paul parish.
It's a sincere privilege to serve as a guide and an advocate with something so important as one's personal finances. I look forward to the chance to get to know you and your family, and to offer the level of dedication and focus you deserve. Understanding what is most important to you is the most important thing to me. A simple conversation is all it takes to get started, so please give me a call!
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- College Savings
- Portfolio Reviews
My Personal Interests
- Outdoor Enthusiast
- Active Lifestyle
- Car Restoration
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