Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

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

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.

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".

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • CenterStone Advisory Group, Ameriprise Client Experience Award, 2021
  • Ameriprise Circle of Success, 2018

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.