Overview

Serving as the Practice Management Manager for Benjamin F. Edwards as well as the Branch Manager and a Financial Advisor in our Clayton, Mo. branch office, allows me to put my experience to work to help our advisors and their teams improve their productivity and help my clients improve their financial outcomes.

Trust. Integrity. Mutual respect. These are the operating principles I rely on when I coach advisors or when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives. 

Background

Before joining Benjamin F. Edwards, I led a team at Wells Fargo Advisors dedicated to working with financial advisors to increase the profitability of their practices, successfully establish teams with other FAs as well as transition through succession plans.

Previously, at AG Edwards, I led our New FA Training program at a time when the firm trained 1,000+ new FAs annually and had the highest-first year production in firm history.

I have been in the financial services industry since 1982 and have personal experience across multiple firms and varying market conditions. This experience has only increased my enthusiasm for the current work I do with advisors and clients.

Outside of the office, I enjoy spending time with my family here in St. Louis or visiting them in Nashville or Dallas. My siblings and I are lucky enough to share a family “farm” in Lonedell, Mo.  On weekends there is always something to do, either taking care of the property and horses or having fun fishing, riding ATVs or puttering around on the golf cart.