Personal Statement: In my 25-year career in Financial Services, I have helped my clients with the complexities of financial planning by drawing on my education, experience and background as a Certified Financial Planner™. My true passion is in working with clients to develop a financial plan and design a portfolio strategy to help achieve their goals, while at the same time being flexible to changing market and economic conditions.
Primary Practice Areas: Retirement Planning and Tax Optimization
Employment History: Vice President and Financial Consultant with Fidelity Investments Private Client Group where he was responsible for 558 households and one billion in assets.
Education: Dual undergraduate degrees in Economics and Business Administration with an emphasis in Finance from the University of Missouri - St. Louis. While an undergraduate, I also earned a Pierre Laclede Honors Certificate. I then went on to earn my Master's Degree in Economics from UMSL.
Credentials: Certified Financial Planner™(CFP®), Series 7, 66, Life and Health Insurance licenses, Certified Financial Analyst Level II Candidate
Hobbies & Interests: I live in Saint Charles with his wife Elena and their two small children. I enjoy spending time with his family, traveling, hiking, fishing, and spending time at their farm.
