As a financial advisor, I believe it’s important to invest my time into understanding what you’re working toward before you invest your money. I partner with select individuals, families and business owners to help them create and execute well-designed financial strategies and asset protection strategies through insurance. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. Similarly, I can also assist with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
Outside the office, my wife, Julie, and I have three boys. I spend much of my free time coaching their youth soccer, volleyball, basketball and baseball teams. I also dedicate time to serving on the Barnes-Jewish St. Peters & Progress West Foundation Board, which provides health, healing and hope to people in the community. I grew up in the St. Louis metro area and attended DeSmet Jesuit High School.
My branch office administrator, Pam, has over 30 years of professional experience in client relationships and is happy to work with you and your family to provide dedicated service. Pam lives in Affton, Missouri, and enjoys bike riding and traveling.
Relationships are key and, in my view, meeting face to face builds strong relationships. I meet when it's convenient for my clients, whether that is in person or virtually, because I recognize the challenging needs of their business and their personal lives.
Raymond James is not affiliated with the above organizations and/or charitable causes.