My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning.
I describe myself as a passionate, caring and ambitious person who loves the adventures of life. I’m always looking to empower and lift others whether it’s through advice, support or mentoring. I enjoy volunteering with student athletes in the St. Louis area, traveling with my wife Gina, daughter Kelli and son Scott and helping others succeed in their personal and business lives.
Professionally, I provide goals-based wealth management to affluent families, accomplished professionals, successful business owners and individual investors. I am very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing.
Prior to my 19 year career in wealth management, I was in the Insurance industry for 17 years. My insurance career paved the way for expanded estate planning strategies, long lasting relationships and an exceptional customer service model.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
