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 travelling with family and friends and spending time with my horse, Tango, and my dog, Catalina (Cat).

Community Participation

Catholic Charities Community Services Southside, Saint Louis: Our office works with this group annually to help make the holiday season happier for some local families in need. Together with our wonderful clients, we have been able to provide necessities and other gifts for several great families.

Experience

? 17

Areas of Focus

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

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

My Videos(1 videos) X