Primary Practice Areas: Qualified Retirement Plan Design, Wealth Management, Insurance
Employment History: I have been working in the financial services industry since 1975. First learning the life and health insurance marketplace, then moved early on into the qualified plan business. As an agent and a registered representative, I concentrated on qualified retirement plan design, administration and funding. For 17 years, I built a successful practice concentrating in the areas of financial planning, wealth management and investment & insurance consulting. In 1992 I co-founded Hawthorne, where I continue to build my practice.
Education: BS from University of Missouri-Columbia
Credentials: Chartered Life Underwriter (CLU) from the American College, Bryn Mawr, PA.
Affiliations: Financial Planning Association, the National Association of Insurance & Financial Advisors, the Society of Financial Service Professionals, and the Investments & Wealth Institute
Charitable: St. Louis Blues 14 Fund / Blues for Kids, Cystic Fibrosis Foundation
Hobbies & Interests: Traveling to Florida, and spending time with my wife in Clayton, MO.