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.

Get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Business Retirement Plans

Education

  • Southeast Missouri State University, BS Business Administration

Awards & recognition

  • Ameriprise Circle of Success, 2022-2023

Previous experience

  • Morgan Stanley, Financial Advisor, 2010-2018
  • Financial Network, Financial Advisor, 2006-2010
  • AG Edwards, Financial Advisor, 2001-2006

Interests

  • St. Louis Cardinal Baseball
  • Enjoy spending time on Current River