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My Approach

My clients are busy, successful people. I help them maintain their financial focus so they can achieve the financial goals that are most important to them and their families, both now and in the future.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

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Interests

I am a believer in personal health as well as personal wealth. I am active in an adult coed volleyball & tennis league. I also workout at my local gym a couple times a week. However, I do enjoy a nice cigar from time to time.

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Cash Flow Management Strategies

Experience

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Missouri State University - B.A.
  • Christian Brothers College High School (CBC)

Professional Associations

  • BNI - Wealth Thru Referrals