I am a financial advisor and serve as the director of branch client services for Hake Investment Group. In these roles I oversee branch technology operations, leads client servicing initiatives, and coordinates the financial planning strategies for our clients.
I have 15 years of financial service experience, beginning my career at US Bank as a Trade Services Representative in 2008. I joined Hake Investment Group in 2013, attained my Series 7, 63, and 65 securities licenses, and became an Investment Consultant. In 2019, I completed the Raymond James Advisor Mastery Program, where I attained the Accredited Asset Management Specialist ™ (AAMS ™) designation from the College for Financial Planning.
I attended Lindenwood University and obtained my Bachelor of Arts in business administration with a concentration in Finance in 2008. I am also a proud graduate of Christian Brothers College High School.
As a St. Louis native, I grew up in the historic “Hill” neighborhood and proudly claim Lawrence “Yogi” Berra as my Great Uncle. I am an avid supporter of locally owned businesses and restaurants and enjoy St. Louis sporting events with our family. I am also an accomplished hockey player and was a member of the 2010 and 2011 USA Men’s Inline Hockey Team.
In 2012, I married my college sweetheart Kelly, and together we have two sons, Colton and Cooper, and two dogs, Rosy and Teddy.
EDUCATION
Accredited Asset Management Specialist ™ (AAMS ™), College of Financial Planning, 2018
Lindenwood University, Bachelor of Arts, 2008
Christian Brothers College High School, 2004
COMMUNITY OUTREACH
Ronald McDonald House Charities of Saint Louis – Major Gifts & Planned Giving Committee
Raymond James is not affiliated with the above organizations and/or charitable causes.