Focus: Insurance Strategies, Investment Strategies
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
After graduating from the University of Missouri-Columbia, I began my career in financial services in June of 2005 with Phoenix Wealth Management. After serving in an internal support role for over 4 years, I transitioned to Mass Mutual Financial Group in October of 2009 to pursue my passion of becoming a trusted advisor to clients of my own by helping them achieve and protect their financial goals. I currently hold FINRA securities registrations including the Series 7 and Series 66. I also hold Missouri State Life and Health insurance license. Among my proudest professional accomplishments is earning the Certified Financial Planner ™ designation in September of 2008. I was also named Top New Associate of the Year (for producers in years 1 thru 5) for Mass Financial Group in 2010. I am getting married to my fiancée, Adrienne, in October of 2011. In my free time, I enjoy sports, sports and more sports.
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