My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

Interests

I enjoy teaching my kids about all that the outdoors has to offer, including camping, fishing, hiking, biking, etc. I also have fun attending their sports games, and am proud of the fact that I have only missed a few games out of hundreds. Having kids helps me appreciate the importance of college planning as well as having an estate plan, should something happen to me.

I also enjoy spending time with my brothers and sisters, and am thankful to be a part of such a wonderful family.

I also have a strong passion for automobiles, and enjoy occasionally attending racing events.

Community Participation

Giving back to my community and helping others in need is very important to me, partly because I know how blessed my life has been. One way I do this is by working all of my parish's Fish Fry events, from open to close. I also volunteer/assist with various Boy Scout events as I enjoy helping to guide these young men towards adulthood, with an emphasis on values, teamwork and selflessness. When possible, I also help with my children's school auctions, as these important fundraisers help others in need.

Experience

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Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • B.B.A.degree Fontbonne University, St.Louis, MO.

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