My Approach

Everyone's financial picture is different – and the picture changes over time. I'll work one-to-one with you to understand your financial goals and needs, as well as the amount of risk you are willing to assume. Then, through a long-term relationship based on personalized, knowledgeable advice, I'll help you make informed financial decisions tailored to help meet your needs at every stage of life.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

  • I love to go fly fishing and just relax.
  • Exercise everyday...it helps to stay fit and stress free.
  • Spending time with my wife and daughter.
  • Gardening, baseball, reading and of course a good wine.

Community Participation

My office supports the Ronald McDonald House whose mission is to provide a comfortable place to stay for families of seriously ill children receiving treatment at St. Louis area hospitals.

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Experience

25

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • BBA Bachelor of Business Administration, Washburn University, Topeka, KS