Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
4
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 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.

Aviston Community Improvement Club

  • As a member of the Aviston Community Improvement Club (ACIC) we organize functions, fundraisers, and projects for the improvement of Aviston Community.

Interests

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