Focus: Investment Strategies, Insurance Strategies, Business Owners, Business Succession Planning, Estate Planning, Military, Student Loan Refinancing, Retirement Income Planning, College Funding Strategies
What do I do?
I went to sea when I was 16. Trained as a navigator, I learned three guiding principals:
• Where are we?
• Where are we going?
• And then, getting there.
What is my Wealth Management Process?
I apply navigational principals by clearly understanding your goals and family situation, which involves reviewing, coordinating and organizing your family’s financial objectives. Once completing the “where are we?” and “where are we going?” phase, we work together to create a unique, customized strategy, and then implement it to help you “get there.”
How am I different from other advisors? Creating a customized financial strategy can be an exciting process. I cut through the clutter to find the most appropriate solutions, often in a new or unique way. I help you take command of your ship by providing information, tools, support and clarification to help you keep on course. This can be a fulfilling, lifelong journey.
What type of clients do I serve?
Business owners who would like to help maximize the value of their business and then successfully exit that business.
People who need a comprehensive retirement-income strategy to help ensure retirement will work for them.
Families looking to grow, protect, and enjoy their wealth now and throughout their retirement.
Emerging professionals who are starting their careers and financial lives. My clients value flexibility, having choices and feeling in charge of and less stressed about money.
U.S. Coast Guard Academy, BS Management
Golden Gate University, MBA Financial Planning
Affiliations & Memberships
Society of Financial Service Professionals, past St. Louis Chapter President
Coast Guard Academy Admissions Partner, Missouri State Coordinator
President, Diocesan Investment Trust, Episcopal Diocese of Missouri
Check the background of this investment professional on FINRA’s BrokerCheck
16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689