About Us

Some of my earliest childhood memories are of my father sitting on our family room couch studying the latest stock market charts for his clients while my sisters and I played. Inspired by my dad’s passion for the market, I followed his footsteps into the world of finance. I began working at Dad’s firm as an investment adviser representative in the early 90s and now have more than 30 years of experience helping hundreds of clients achieve their retirement goals.

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One of the most rewarding parts of this job for me is getting to know my clients, discovering what their goals are and working with them to create a plan to help achieve financial success. It’s truly gratifying to help people build their nest eggs step by step and then assist with the maintenance of their changing investment needs through their golden years.

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Growing up in St. Louis, I stayed local and received a Bachelor of Finance from Saint Louis University. My wife, Katey, is a marketing consultant and we live in Kirkwood, Missouri with our two sons. In my free time, I love to read — particularly about the history of the stock market — and collect baseball cards with my boys.