I was raised in the St. Louis Area and am a graduate of Parkway North. I attended college at Louisiana Tech University, where I earned my bachelor's degree in business management and marketing.

I have had the privilege of serving the US Army and have been a part of the Missouri Army National Guard for over 25 years. This experience has given me such a great perspective on the opportunities within this great Nation and a strong desire to serve people in our communities.

Additionally, I enjoy volunteering and giving back to the St. Louis metro area, paramount of which is Fair St. Louis each year. But most importantly, I am a husband and father to four children. My family is my most important element that keeps me grounded and ultimately provides the "why” for what I do in my life.

My interest in the financial industry and my initial desire to become a financial advisor was born of the dedication and selfless service I watched my Mom provide to clients throughout her 20-plus year career as a financial advisor. Combining my life experiences with her passion for clients, I find myself in a career and with a firm that I truly enjoy, knowing I can make a positive impact on the lives of clients and their families.

Lisa Fox, my branch office administrator, is such a great asset and resource for both myself and our clients. Between the two of us we have over 20 years of experience. We run a personally tailored business focused on your most important financial needs and goals.

Focus areas

  • Business Retirement Plans
  • Divorce Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Home Improvement

Office Information

Office Address

113 Old State Rd Ste 102 Ellisville, MO 63021

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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