Team profile


What you can expect when you work with us

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

When you work with us, 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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning

Awards & recognition

  • CenterStone Advisory Group, Ameriprise Client Experience Award, 2021
  • CenterStone Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024-2025

Community participation

In an effort to give back to our community, our team actively supports these organizations:

  • Ronald McDonald House of Metro St. Louis
  • Boy Scouts of America
  • Brightside St. Louis
  • Wildlife Rescue Center
  • Operation Food Search

Our Approach

At CenterStone Advisory Group, we want our clients to feel confident about their financial future. Our mission is to help clients identify and plan to accomplish their unique financial goals. Our team name reflects a commitment to our core values of client-focus, strength, and stability. It is our objective to provide clients with a professional investment team that has a reputation for integrity and premier service. We believe our strength lies in the power of our team, and we are proud to put our 116+ years of combined experience in the financial services industry to work for our clients.