Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Interests

I have a deep passion for St. Louis Cardinal Baseball. I also enjoy cycling on the many different trails Missouri has to offer whenever I get the chance. I have a lovely wife, Dawn who I have been married to for 27 years. I also have two children, my daughter, Natalie, is 22 and a college graduate. My son, Evan, is 18 and will be a Freshman in college this year.

Community participation

I am the Board Chair and also serve as the Treasurer for Volunteers In Medicine (VIM). VIM is a non-profit organization that serves the uninsured people of St. Charles and Lincoln county. I am very proud to say that for every dollar that is donated to VIM, 26 dollars of service is provided for the uninsured.