I believe that it is important to invest my time to understand what you are working toward before you invest your money.
Working closely with you and your CPA, attorney and other professionals, I can help determine a suitable and appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
I attended Washington University in St. Louis and earned two bachelor’s degrees in 1997. I attended St. Louis University and earned a master’s degree in 2002. Lastly, I attended the Olin Business School at Washington University in St. Louis and earned a master of business administration (MBA) in 2009.
In addition, I received the CFP® professional designation in 2013. The certified Financial Planner board of Standards Inc. awards CFP® certification to individuals who met the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP® Board’s Fitness Standards for candidates and registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My wife and best friend, Jen, and I have 3 daughters, Anna, Emily and Amelia, and we have been married for over 20 years.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and strive towards our clients’ unique goals and needs.
Relationships are key and in our view, meeting face to face builds strong relationships. We meet when it is convenient for our clients because we recognize the challenging needs of their business and their lives.