24+ years of Financial Services Industry Experience. Areas of Focus: Goals-Based Wealth Management Strategies, Asset and Liability Management and Strategic Investment Planning for Accumulation, Building, Preserving, and Distribution of Wealth.

Starting my career on the institutional side of the business, working for Merrill Lynch Wealth Management and Goldman Sachs, gave me a unique perspective.  Using this past experience, I strive to provide a high level of service and need-based advice to all clients by developing a deep understanding of the clients financial objectives with a caring and professional approach. My primary goal is to become an essential lifelong resource to those who have placed their trust in me.

I graduated from Boston College in 1992 and earned a Bachelor of Science degree in Finance. I hold the Certified Private Wealth Advisor^®, CPWA^® certification, administered by Investments & Wealth Institute^™ and taught in conjunction with the University of Chicago Booth School of Management, the Chartered Retirement Planning Counselor, CRPC^™ and the Certified Plan Fiduciary Advisor, CPFA^TM designations. I provide guidance to individual and corporate clients relating to their retirement planning and wealth management needs. After many years living in Southern California, I now live in Saint Louis with my family.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.