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
25
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.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.