Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Domestic Partner Planning
  • Insurance

Education

  • MBA, Washington University Olin School of Business, 1993
  • MS, Washington University School of Engineering, 1989
  • BS, University of MO-Columbia School of Engineering, 1984

Community participation

The Women's Safe House in Saint Louis, MO: My office works with this group annually to help make the holiday season happier for local families in need. Together with our wonderful clients, we have been able to provide necessities and special holiday gifts for families that are initially looking for a safe place. Eventually, we are helping them to get settled into a new home.

Interests

  • I enjoy travelling with family and friends.
  • I am active in several local animal rescue organizations.
  • My weekends include hiking/dog walking, and horseback riding.