Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License
  • Series 63 License
  • Series 65 License
  • Series 31 License
  • Life and Health Insurance Certifications
  • CPA  Certified Public Accountant

Education

  • Saint Louis University B.S. in Commerce-Accounting

Interests

  • I'm a St. Louis native. My wife of 49 years, Betsy, and I raised our four children here. We now have six grandchildren as well.
  • I was one of the founders of Brightside St. Louis in 1984, and since that time have served as President and Board Chairman. This is one of the oldest not-for-profit cleaning and greening organizations in the City of St. Louis, dedicated to environmental education and demonstration.
  • I love the outdoors, including fishing, biking, hiking, and camping with my wife and family.

Community participation

Brightside St. Louis Board Member - The oldest cleaning and greening not for profit organization in the City of St. Louis dedicated to environmental education and demonstration.

Awards & recognition

  • Five Star Wealth Manager, 2012-2015, 2017-2019

Previous experience

  • Smith Barney - VP Investments, July 2006 - April 2009
  • Edward Jones - Investment Rep, September 1997 - July 2006
  • Kerber, Eck and Braeckel - Partner CPA, July 1988 - September 1997