Advisor profile

What you can expect when you work with me

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.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Wealth Preservation Strategies
  • Intergenerational Planning

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor at Edward Jones, 2000-2014
  • Financial Advisor at Investment Professionals, 2014-2018
  • Financial Advisor at Ameriprise Financial, 2018-2022

Community participation

I'm actively involved in my neighborhood Saint Charles Home Owners Association as an active board member for 9 years

Interests

Spending time with our children and grandchildren to hopefully help build the next generations. I love to read great books that discuss how our society is changing and that continue to help me grow in my understanding of my fellow man. I am also an avid lover of the outdoors and enjoy my time in God's creation and love spending quiet time in the bible.

My photos

1 albums
close