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 Income Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Family Finances
  • Insurance
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • BA Economics, University of Missouri - St. Louis 1976

Interests

In my free time I enjoy spending time with my beautiful wife, Stephanie, our daughter Claire, and our son Dominic. As much as we would enjoy spending time with our other daughter, Camille, she lives and works in London with her husband, Glen.

Currently, we have 3 dogs living with us; two Italian Greyhounds and a chocolate Lab.

Professional associations

  • University of Missouri Alumni Association

Previous experience

  • Stifel, Nicolaus & Co. Inc., 2001-2011
  • Prudential Securities Inc., 1992-2001
  • PaineWebber Inc., 1987-1992
  • Dean Witter Reynolds Inc., 1983-1987