Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
27
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
  • Family Finances
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • University of Missouri-St. Louis, Bachelors of Science in Finance, 1995

Community participation

  • Catholic Charities Community Services Southside, Saint Louis: Our office works with this group each year to help make the holiday season happier for some local families in need. Together with our wonderful clients, we have been able to provide necessities and other gifts for several great families.

Interests

  • Spending time with my family, especially vacations!
  • Golf, tennis and hiking.
  • Cheering for the Cardinals, the Blues and Mizzou Tigers.