Personal Statement:
With over 35 years of experience advising both institutional and retail clients, I offer a financial markets-focused approach to financial planning and investment management at Hawthorne Capital Wealth Advisors. Dedicated to building enduring relationships, I prioritize understanding my clients' unique financial goals to provide personalized solutions. My passion lies in guiding clients through every stage of their financial journey, helping them achieve peace of mind and financial independence.
Primary Practice Areas:
- Estate Planning
- Retirement Planning
- Tax Guidance
- Investment Management
Professional Experience:
- Hawthorne Capital Wealth Advisors (2013-Present): Financial Advisor
- Fidelity Investment Institutional Services Company (1998-2013): Senior Vice President
- Woodbury Financial Services and Cigna Financial Advisors (1988-1998): Registered Principal and Regional Manager
Education:
- Finance Degree, Eastern Illinois University
Credentials:
- Series 7, 22, 24, 63, 65
- Life and Health Insurance Licenses
Affiliations:
- President Emeritus, Board of Directors, Friends of Kids with Cancer
- Member, Finance and Audit Committee, Friends of Kids with Cancer
Hobbies and Interests:
- Family (wife and two sons; firefighter and Army officer)
- Farming (just a big kid with big toys)
- Traveling (anyplace international my wife wants to go)
- Hiking (The San Juan Mountains are my favorite)
- Biking (prefer downhill over uphill)
- Running (Forest Park in the fall, can’t beat it)
- Resides in Clayton, Missouri with wife, Katrina
