My Approach

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.

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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 woodworking
  • My wife just completed the Lake St. Louis Triathlon

Community Participation

My office supports the Ronald McDonald House whose mission is to provide a comfortable place to stay for families of seriously ill children receiving treatment at St. Louis area hospitals.   

Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies

Experience

16

Qualifications

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

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

My Videos

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