Personal Statement: I work to guide clients to a successful retirement, which helps them achieve their goals and dreams.
Primary Practice Areas: Retirement Planning and Investment Management
Employment History: I began my career in Atlanta, GA at a computer company writing financial planning and insurance software programs. While writing the program manuals and teaching users across the country to use the programs to be successful in the industry I gained a broad knowledge base from which to help clients.
Returning home to St. Louis in 1984, I negotiated a joint venture with a savings and loan company to offer financial planning and investments to their customers in their 14 local offices. In 1990, it was time to start my own financial planning and investment company, Polaris Financial Strategies, that I operated until deciding to sell the firm and join a large bank and trust company.
After working at the large bank and trust company for 16 years running their financial planning and broker dealer division, it was time to go out on my own again and run my own firm prior to joining Hawthorne in the fall of 2022.
Education: I graduated from Clayton High School and then attended Arizona State University, majoring in business and insurance.
Credentials: Certified Financial Planner™(CFP® ), Series 7, 24
Hobbies & Interests: I'm married to my beautiful wife, Laurie, and we have three children.