Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments

Qualifications

  • Series 7, Series 31,Series 63, Series 65

Education

  • Missouri State University, Bachelors of Science in Finance, Springfield, MO

Previous experience

  • Wells Fargo Advisors, 2010-2022
  • Morgan Stanley, 2006-2010
  • Merrill Lynch, 1999-2006

Interests

Family & Grandchildren,

Church,

Flying,

St. Louis Cardinals Baseball,

Hiking,

Traveling with wife of 46 years