Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Retirement Income Strategies
  • Small Business
  • Investment Management


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, Series 63, Series 66


  • Missouri State University, Bachelor of Science Finance
  • United States Military Academy Prepatory School

Awards & recognition

  • Capital Edge Advisors, Ameriprise Client Experience Award, 2023

Previous experience

  • Ameriprise Financial Services, LLC, 5/27/2022-present
  • Principal Securities, Inc, 11/05/2014-05/27/2022
  • AXA Advisors, LLC, 12/22/2008-11/10/2014
  • Edward Jones, 07/29/2003-09/16/2003
  • Northwestern Mutual Investment Services, LLC, 02/20/2003-08/01/2003

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of clients like you and a team that’s dedicated to providing the best possible service

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.

Community participation

Saint Louis Art Museum


Golf, Contemporary Art