Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
23
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