My Approach

I strongly believe that financial planning and an ongoing relationship with a financial advisor are the most valuable investments you can make. I ask targeted questions and listen to my clients' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what they've already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future.

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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

Areas of Focus

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

Experience

25

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 Videos

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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.