My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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27
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
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Domestic Partner Planning
  • Insurance

Education

  • MBA, Washington University Olin School of Business, 1993
  • MS, Washington University School of Engineering, 1989
  • BS, University of MO-Columbia School of Engineering, 1984

Community participation

The Women's Safe House in Saint Louis, MO: My office works with this group annually to help make the holiday season happier for local families in need. Together with our wonderful clients, we have been able to provide necessities and special holiday gifts for families that are initially looking for a safe place. Eventually, we are helping them to get settled into a new home.

Interests

  • I enjoy travelling with family and friends.
  • I am active in several local animal rescue organizations.
  • My weekends include hiking/dog walking, and horseback riding.