My Approach

Our vision is to create one of the premier financial advisory practices in the St. Louis region. Our goal is to empower clients to take control of their financial lives and plan for their future. We focus on advice based relationships and fee based asset management services. Our team can help you build a plan for a more confident retirement.

Interests

  • I love spending time with my wife, Lindsey, and my boys, Charlie, Henry and Max.
  • I also enjoy training for, and participating in, 5Ks, half-marathons and triathlons.
  • Training for a half marathon in Florida this Christmas.
  • Running

Community Participation

  • Coach of my son's soccer team
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer. As of Oct. 28, 2015, Beyond the Yellow Ribbonrecognizes Ameriprise as a Yellow Ribbon Company

Experience

? 15 ? 98 View scores
 
 
 

Areas of Focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education

Awards & Recognition

  • Ameriprise Circle of Success, 2009

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
  • CDFA™  Certified Divorce Financial Analyst
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Education

  • BS Bachelor of Science, University of Kansas, Lawrence, KS

Professional Associations

  • Toastmaster's
  • Wentzville/Lake St. Louis Jaycee's
  • Wentzville Chamber of Commerce
  • Business Network International (BNI)
  • Institute for Divorce Financial Analysts (CDFA™)

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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