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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32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning

Education

  • B.A. cum laude, Saint Louis University, St. Louis MO
  • St. Mary's High School, St. Louis MO

Awards & recognition

  • Five Star Wealth Manager, 2012-2025
  • CenterStone Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024-2025
  • Ameriprise Circle of Success, 2018, 2024
  • CenterStone Advisory Group, Ameriprise Client Experience Award, 2021
  • Ameriprise Ultimate Digital Excellence Award, 2024

Previous experience

  • Financial Advisor, H&R Block Financial Advisors, 2003-2009
  • Financial Advisor, Wachovia Securities, 1997-2003
  • Financial Advisor, AG Edwards & Sons, 1994-1997

Our Approach

At CenterStone Advisory Group, we want our clients to feel confident about their financial future. Our mission is to help clients identify and plan to accomplish their unique financial goals. Our team name reflects a commitment to our core values of client-focus, strength, and stability. It is our objective to provide clients with a professional investment team that has a reputation for integrity and premier service. We believe our strength lies in the power of our team, and we are proud to put our 116+ years of combined experience in the financial services industry to work for our clients.

Community participation

We support the Ronald McDonald House Charities of Saint Louis, whose mission is to provide a "home-away-from-home" for families so they can stay close by their hospitalized child at little or no cost. We volunteer there, preparing meals for the families at the West County house.

We volunteer as leaders with Boy Scouts of America, helping guide the next generation to "Be Prepared".

Interests

Born and raised in south St. Louis, I attended St. Mary’s HS, where I previously served on the school board Finance Committee. I currently volunteer with the Boy Scouts of America as an Assistant Scoutmaster and Troop Committee Member. A Fenton resident for 20+ years, my wife Stacey and I have two children, Adam and Lauren. Adam, an Eagle Scout, currently attends the University of Mississippi (aka Ole Miss), and Lauren stays busy with various HS activities. When not attending high school activities and college sporting events, we like to unwind at our weekend getaway in Patterson, MO. I also enjoy travel and active outdoor recreation.

My photos

3 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.