As a financial advisor, I strive to help individuals, business owners and families reach their financial goals, to overcome complexity, live comfortably and create a meaningful legacy by converting technical knowledge into practical, trustworthy financial strategies.

I act as my client's financial guide, financial advisor, partner and coach, while striving to bring perspective, encouragement and sound advice to them and their families.

After 20-plus years of business travel and success, 15 of which I worked closely with my financial advisor, I decided to dedicate my next 20-plus years helping others reach their financial goals. I quickly sought out Edward Jones and appreciated the Edward Jones culture of putting the clients first, partnership structure and opportunity to build my own practice.

I've been an Edward Jones financial advisor since 2004 and a limited partner since 2014.

I'm a lifelong learner, value education, possess both a B.S. and M.S. degree, and have earned the AAMS® professional designation.

I started working/saving at age 12, and I learned the value of hard work, stewardship and a "saver's mentality.” I admire and appreciate these traits in others. I walked, sometimes "in the snow and rain," to St. Joan of Arc Grade and Bishop Du Bourg High Schools.

I've lived in Kirkwood since 1989 with Janet, an RN and my wife of 34 years. We have one daughter and two sons, who will all be doctors.

Outside of the office, I am active at St. Peter Parish, Kirkwood, a supporter of SLU and MIZZOU, a Washington University Elliot Society Member – Alumnus, a United way of St. Louis Men's Leadership Society member and a 35-plus year member of the Italia America Bocce Club.

I enjoy hiking, kayaking, traveling, Innsbrook Resort and spending time with family and friends.

Over the last few years, I've rekindled my enjoyment of nature; I take daily walks with our dog and look forward to signing up for my Missouri Lifetime Hunting and Fishing Permit.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Camping
  • Hiking
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

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