My Approach

I care about what’s important to you

Your financial goals are unique, 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 and secure about your financial future.

With the right financial advice, life can be brilliant.

Interests

  • Attending local area performance events
  • Camping
  • Backpacking
  • Canoeing
  • Gardening
  • Biking
  • Bee Keeping

Community Participation

  • Cape County Rotary Member
  • Jackson Area Chamber of Commerce Member
  • Southeast Missouri Hospital Association Member
  • Knights of Columbus Member: 1st, 2nd, 3rd, and 4th degree
  • Army Reserve Officer Association
  • President's Council Southeast Missouri University Foundation
35
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

  • BA in Education, 1971, Harris Teachers College, St Louis, MO
  • MA in Educational Administration, 1978, University of Missouri at St Louis, MO