My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

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


  • 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.


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Areas of Focus

  • Retirement Planning Strategies
  • Investments


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

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