I cherish the relationships that I have with my clients and their families – they aren’t just clients; they’re friends.
I am fortunate that my clients have allowed me to be a part of their lives. I’ve shared in the joy at weddings, anniversaries and birthdays, and witnessed the bright smile that comes with a hospital visit. And I’ve shared in the anguish that comes with a divorce or death of a client, with a loss that feels like the loss of a family member.
As a graduate of the University of Missouri School of Journalism, I developed an understanding that there are multiple sides to a story, with a natural curiosity and a desire to build rapport. I strive to give my clients comfort by always listening to them to gain a better understanding of the goals they are working to achieve – both financially and professionally. Prior to Raymond James – a U.S. based financial services firm dedicated to allowing advisors to exercise independence to best serve their clients – I worked with Edward Jones, Twentieth Century Fox Film Corporation and News Corporation in Los Angeles and New York City before returning to St. Louis to be closer to my family.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, I work diligently to help you develop both your personal financial plan and a detailed investment strategy.
I cater to clients across the country who are looking for warm, personalized service from a branch team dedicated to helping them pursue their financial goals – goals that are as important to the team as they are to the client. I choose to work with those who believe their best days are ahead of them, with a love for life, and excitement at the thought of opportunities still untapped. My services reach beyond my office when I partner with your CPA or family attorney for more complex situations.
My branch team consists of Laura Molner, a former teacher. Together, we share a passion for helping our clients every day in all aspects of their financial lives.
My wife, Claudia, and I have two children, Sofia and Paolo. We also have a goldendoodle named Leo. We love to garden, travel, cook, bike in Forest Park, and play tennis, golf and the occasional pickleball game.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.