Through my nearly two decades of experience as a financial advisor, I have helped clients achieve both personal and business goals. I have learned from my years of service to my clients that understanding what is important to you, building personalized strategies through an established process and partnering together to help stay on track can give you the best chance of success.
As a cancer survivor, I am acutely aware of the impact that life insurance and planning have on a family to navigate potential tragedy and how to create continuity and security if unforeseen circumstances arise. As someone who experienced firsthand in my 40s a life-changing diagnosis, I often see this as an overlooked part of the planning process.
As a former business owner, I can appreciate the complex needs of today's business owners and the many different roles they play to maintain a successful business, in addition to the unique circumstances in helping owners navigate their own personal retirement strategy, legacy and wealth transfer.
I reside in Wildwood, Missouri, with my wife of 30 years, Maggie, and our three children. Our interests include travel, charitable endeavors and the great outdoors. We have lived in the community since 1998 and consider Wildwood our home.