Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Ranked #1 Team in Missouri on the Forbes Best-in-State Wealth Management Teams list, 2025 and 2024.
Published annually in January. Rankings based on data as of March 31 of prior year.****Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
When people ask about our approach, our answer is clear: we start with your story, not the spreadsheets. Where your wealth comes from, how you think about it, and what you want it to achieve shapes everything we do. Once we understand those values, the numbers naturally follow, leading to strategies that reflect your life. From organizing expenses and refining portfolios to planning complex wealth transfers, we design solutions that make managing wealth easier and more efficient. Ultimately our mission is to help enhance your quality of life while preserving and growing your assets for generations to come.
CIMA®
CRPC™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.