Personal Statement: I became a financial advisor because I saw a need for families to have a trusted partner in helping plan for their future. I provide financial guidance at reasonable rates to help families achieve their financial dreams and goals. I measure success by a client's happiness and feeling of financial security. Love of the financial markets and helping others is my driving motivation.
Primary Practice Areas: Deferred Compensation & Investment Management
Employment History: Financial Services since 1997 at Chicago Board of Trade, Scottrade, Vol Cap Hedge Fund, and then as an Independent Financial Advisor.
Education: I have an undergraduate degree from the University of Missouri, a Master’s Degree in Finance from Webster University, and an Executive Leadership Certificate from Washington University.
Credentials: Certified Financial Planner™(CFP®), Chartered Market Technician (CMT®), Series 66, Life and Health Insurance Licenses
Hobbies & Interests: I spend my free time with my lovely wife of 15 years, three great (95% of the time) kids, and 2 Bernese Mountain dog mixes. We enjoy going to sporting events, exploring St. Louis, and hanging out with friends. My hobbies include skiing, golf, gardening, and coaching baseball and football. I recently joined a Men's Learn-to-Play hockey league and have never been more sore in my life.
STL frequently asked questions; I went to Parkway North, worked at Imo's and TGI Friday's, attended Game 6, and my favorite players growing up were Keith Hernandez, OJ Anderson, Pat Tilley, and Brett Hull.