Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Saving for Education

Education

  • Bachelor's in Finance - Lindenwood University

Previous experience

  • Financial Relationship Advisor, Wells Fargo Advisors, 2018-2021, St. Louis, MO
  • Operations Specialist, Wells Fargo Advisors, 2016-2018, St. Louis, MO

Community participation

Aviston Sons of the American Legion Post 1239

  • As a member of the Sons of the American Legion, we proudly raise money and volunteer time to serve local veterans, their families, and the surround community.

Knights of Columbus Council #11110

  • The Knights of Columbus is heavily rooted in our commitment to volunteer in our community and raise funds for charities and causes that align with the Catholic Faith.

Interests

I enjoy St. Louis Sports and spending time with my wife and Son. In my free-time you can usually find me boating on Carlyle lake, watching the Blues or Cardinals, or playing a round of golf.