My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

Building on my interest in photograhpy I document life in our St. Louis region and volunteer my time for several religious and charity organizations as the photographer for their events. As weather allows I enjoy getting to these events on motorcycle as my preferred way to travel.

Community Participation

  • Komen Race for the Cure is a breast cancer advocacy/research organization I am active with locally and as a member of their National Diversity Advisory Board.
  • United States Attorney's Hate Crimes Task Force for Eastern Missouri and Southern Illinois which I am among the founders of and serve as Community Co-Chairperson for.
  • Habit For Humanity recipient of their Diversity Service Award for volunteer leadership focused on bringing together diverse religious and racial communities. This is part of other ongoing diversity training work and facilitation of mixed race dialogue groups.

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Domestic Partner Planning
  • Small Business
  • Saving for Education

Education

  • Nassau Community College, Associates Degree Business Administration
  • SUNY Binghamton, Bachelor of Arts
  • George Washington University, Wash. DC , Masters Health Services Administration

Professional Associations

  • Five Star Wealth Manager 2009, 2012

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