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

  • 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

Experience

? 39 ? 100 View scores
 
 
 

Areas of Focus

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

Qualifications

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

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

Professional Associations

  • Financial Planning Association

My Photos(2 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.

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