As a Senior Vice President of Wealth Management and Financial Advisor with Raymond James, I have been providing wealth management and retirement plan consulting to families and businesses since 1999. My most deeply held principle is that the client always comes first. I strive to develop long-term relationships with a select group of clients to fully understand your investment objectives and your tolerance for risk while providing viable solutions for every element of the wealth management equation. My team and I will work to customize a wealth management plan specifically designed with those goals in mind, adapting our recommendations to changes in your life circumstances.

I joined Morgan Keegan, now Raymond James, in 2004 after working for nearly 6 years as a financial consultant with Morgan Stanley. Originally from Quincy, Illinois, I graduated from the University of Missouri-Columbia, where I earned a B.A. degree in political science. Later, I earned the professional designation of CERTIFIED FINANCIAL PLANNER™ from the CFP^® Board of Standards in 2006 and the ACCREDITED INVESTMENT FIDUCIARY^® designation in 2009 from Fiduciary360.

My wife, Amy, and I reside in Chesterfield, Missouri along with our two children who are currently pursuing their degrees. Alexis (Lexi) is finishing her undergraduate degree at the University of Central Arkansas and will be attending Saint Louis University in pursuit of her MSW - Master of Social Work. William (Will) is attending Mississippi State University where he plans to earn a degree in professional meteorology. Away from the office, I enjoy being with family and friends around the pool, firepit, or BBQ along with traveling to warm-weather oceanfront destinations.