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
24
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
  • Domestic Partner Planning
  • Investments
  • Small Business
  • Insurance
  • Saving for Education

Education

  • Nassau Community College, Associates Degree Business Administration
  • SUNY Binghamton, Bachelor of Arts
  • George Washington University, Wash. DC , Masters Health Services Administration

Awards & recognition

  • Five Star Wealth Manager, 2009, 2012

Community participation

  • Komen Race for the Cure is a breast cancer advocacy/research organization I am active with locally and as a member of their National Diversity Advisory Board.
  • United States Attorney's Hate Crimes Task Force for Eastern Missouri and Southern Illinois which I am among the founders of and serve as Community Co-Chairperson for.
  • Habit For Humanity recipient of their Diversity Service Award for volunteer leadership focused on bringing together diverse religious and racial communities. This is part of other ongoing diversity training work and facilitation of mixed race dialogue groups.

Interests

Building on my interest in photograhpy I document life in our St. Louis region and volunteer my time for several religious and charity organizations as the photographer for their events. As weather allows I enjoy getting to these events on motorcycle as my preferred way to travel.