My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement 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. Your responses can help jumpstart our conversation.

More...

Interests

  • My wife, Debby and I were married in a courtyard in New Orleans (2003)
  • In May 2009, we welcomed our sweet baby girl, Abigail Louise
  • I enjoy living in Lake St Louis.
  • I am a member of the Lake St. Louis Anglers Club and enjoy woodturning and golf. I love helping coach Abby's sport teams.
  • My wife is a marathon runner and competes in triathlons.

Areas of Focus

  • Retirement Planning Strategies
  • IRA Rollover
  • Investments

Experience

16

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Master of Science Degree in Finance
View Definitions

Education

  • B.S. in Business Administration, Finance, University of Missouri-St. Louis, 1995
  • Masters of Science in Finance, Boston College, 1997

My Videos

More...