My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

I have three great kids who keep me very busy:

Katie is a Graphic Designer in Kansas City.

Michael recently graduated from the University of Missouri - Columbia and has started his career as a financial advisor.

Maddie is a Sophomore at Lafayette High School who spends most of her time on the volleyball court.

Community Participation

I am currently on the board of SAGE Metro St. Louis

Experience

? 27

Areas of Focus

  • Domestic Partner Planning
  • Investments
  • Saving for Education
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2009, 2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • B.E.S., 1985 University of Missouri - Columbia

My Photos(2 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(1 videos) X