My Approach

Family– Our families are one of the reasons why we go to work every day and why we believe in what we are doing. We spend quality time with our families, whether it be on vacation, at community events or just hanging out around the house. I consider clients to be like family and treat them with the same respect and zeal as our own.

Integrity–I believe it’s important to do what we say we’re going to do. I look out for the clients and aim to do what is right for them, and treat them with respect. My goal is to create a work and client experience second to none. An important part of integrity is sharing our experience with our community through leadership activities.

Achievement– I believe in high quality. I believe in growth. I believe in being better today than I was yesterday. I understand that we must learn from our mistakes, but are committed to constantly educating ourselves in pursuit of perfection.

Health– I believe in physical, mental and spiritual health. I understand that balance is essential. We cannot achieve without being in a state of physical and mental health that will allow us to be resilient and full of courage.

More...

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
  • President of BNI

Areas of Focus

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

Experience

13
98 View scores
 
 
 

Awards & Recognition

  • Ameriprise Circle of Success, 2009

Qualifications

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

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 Videos

More...

My PhotosShow Thumbnails

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.