Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Education

  • St Louis University, Masters, 1968-1970
  • St Louis University, B.S. Finance 1965-1968

Previous experience

  • Stifel, Nicolaus & Company, 1995-2018
  • Vice President/ Investments, Painewebber Incorporated, 1992-1995
  • Vice President/ Investments, Kidder Peabody, 1984-1992

Community participation

As a member and volunteer of the National Tennis Association I support the development and growth of tennis.

  • United States Tennis Association

Interests

  • I have been married to my wife Rose for over 37 years. We have 3 grown children and 5 grandchildren all very good students and athletes.
  • I enjoy tennis and play competitively for a USTA team.
  • I also like to play golf when the weather is nice.