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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34
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
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.B.A.degree Fontbonne University, St.Louis, MO.

Community participation

Giving back to my community and helping others in need is very important to me, partly because I know how blessed my life has been. One way I do this is by working all of my parish's Fish Fry events, from open to close. I also volunteer/assist with various Boy Scout events as I enjoy helping to guide these young men towards adulthood, with an emphasis on values, teamwork and selflessness. When possible, I also help with my children's school auctions, as these important fundraisers help others in need.

Interests

I enjoy teaching my kids about all that the outdoors has to offer, including camping, fishing, hiking, biking, etc. I also have fun attending their sports games, and am proud of the fact that I have only missed a few games out of hundreds. Having kids helps me appreciate the importance of college planning as well as having an estate plan, should something happen to me.

I also enjoy spending time with my brothers and sisters, and am thankful to be a part of such a wonderful family.

I also have a strong passion for automobiles, and enjoy occasionally attending racing events.