My Approach

Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.

More...

Interests

  • My family and I enjoy adventure traveling around the world.
  • My wife, Linda, and I use running to stay physically fit.
  • We are enjoying being new grandparents and love to spend time with our family.

Community Participation

Crestwood/Sunset Hills Rotary Club Member since 1982

Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

Experience

37
100 View scores
 
 
 

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
View Definitions

Education

  • Masters degree, Webster University, 1975
  • Bachelors degree, Saint Louis University, 1969

Professional Associations

  • Financial Planning Association

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.