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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BSBA in Finance from the University of Missouri - Columbia - 2000

Interests

Trisha and I have been married for 16 wonderful years. My 13-year old daughter, Taylor, loves to do competitive dance competitions and my 10-year old son, Cash, loves riding ATVs and is an aspiring soccer player. My wife is the room mother for both of our children's classrooms and is very involved in the other activities at school. I enjoy family vacations, playing in the backyard with my kids, & supporting organizations that help families dealing with sickness or death. I spend my free time attending to my beehives and playing with my kids and our two Maltese dogs, Armani and Tory, at our recreational farm in Perryville.

Community participation

  • I support Annie's Hope, a nonprofit organization whose mission is to provide comprehensive support services for children, teens, and their families who are grieving the death of someone significant.
  • I support the St. Charles County Veterans Museum that aims to honor all of those Veterans who served our country, and especially those from St. Charles County. Their desire is to keep the memories of our Veterans in the forefront of the generations of today so that they will not be forgotten.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2019
  • Five Star Wealth Manager, 2012-2015
  • Ameriprise Circle of Success, 2013, 2018, 2019