Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • AIF® Accredited Investment Fiduciary®
  • CMFA® Certified Military Financial Advisor®
  • ADPA™ Accredited Domestic Partnership Advisor™
  • APMA™ Accredited Portfolio Management Advisor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • AAMS™ Accredited Asset Management Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • CAS® Certified Annuity Specialist®
  • CFS® Certified Fund Specialist
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care
  • CLU® Chartered Life Underwriter®
  • CSRIC® Chartered SRI Counselor
  • FPQP® Financial Paraplanner Qualified Professional™

Education

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

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2021, 2022, 2023
  • Five Star Wealth Manager, 2012-2015
  • Ameriprise Circle of Success, 2013, 2018, 2019, 2020, 2021, 2022

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.

Interests

My wife Trisha and I have been married for 20 wonderful years. My 17-year old daughter, Taylor, loves to do competitive dance competitions and is visiting colleges. My 14-year old son, Cash, loves riding ATVs and is an aspiring soccer player. 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 our two Maltese dogs, Armani and Tory, at home and at our recreational farm in Perryville.