Advisor profile


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43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Insurance
  • Retirement Income Strategies

Qualifications

  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 15 - Foreign Currency Options Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • BS/BA in Administration Management from University of Missouri

Professional associations

  • University of Missouri Alumni Association

Previous experience

  • Dean Witter Reynolds, Senior Vice President, 1980 - 1982
  • Bache Halsey Stuart Shields, Vice President, 1982 - 1991
  • Prudential, Senior Vice President, 1991 - 2000
  • UBS, Senior Vice President, 2000 - 2002
  • Stifel, Senior Vice President, 2002 - 2015

Community participation

  • Charity Events for the Leukemia Society
  • Arthritis Foundation
  • Operation Food Search Volunteer
  • Five Acres Animal Shelter in St. Charles

Interests

  • I have 3 grandchildren that live in the Chicago, Illinois area. I enjoy traveling to visit with them.
  • I enjoy traveling. Our most recent vacation was to Europe. We went to Italy, Spain, France, and of course we had to visit Hilly's family in the UK.
  • I like to volunteer within my community. I have volunteered with Project Food Search with Ameriprise on many occasions.
  • I'm an avid St. Louis Cardinals, Blues, and Mizzou Basketball fan. I attend as many games as I can in a season.
  • My wife Hilly and I enjoy trying new restaurants.