Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning.
I describe myself as a passionate, caring and ambitious person who loves the adventures of life. I’m always looking to empower and lift others whether it’s through advice, support or mentoring. I enjoy volunteering with student athletes in the St. Louis area, traveling with my wife Gina, daughter Kelli and son Scott and helping others succeed in their personal and business lives.
Professionally, I provide goals-based wealth management to affluent families, accomplished professionals, successful business owners and individual investors. I am very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing.
Prior to my 14 year career in wealth management, I was in the Insurance industry for 17 years. My insurance career paved the way for expanded estate planning strategies, long lasting relationships and an exceptional customer service model.
Western Illinois University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.