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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Intergenerational Planning

Qualifications

  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed

Education

  • University of Illinois at Urbana-Champaign, BS, Marketing

Professional associations

  • University of Illinois Alumni Association

Previous experience

  • Financial Advisor, Morgan Stanley, St Louis, MO, 1991-2009

Community participation

  • Big Brothers Big Sisters of Greater St. Louis/Big Brother Since 2001
  • Mentor St. Louis/Mentor Volunteer Since 2002
  • St. Louis Beta Theta Pi Club Board--Treasurer
  • Village of University Place Board--Treasurer
  • Metro St Louis Illini Club Board--Treasurer

Interests

Scuba diving.

Running and working out.