Serving as the Practice Management Manager for Benjamin F. Edwards as well as the Branch Manager of our Clayton, Mo. branch office, allows me to put my experience to work to help our advisors and their teams meet the needs of our clients.
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.
My Background
Before joining Benjamin F. Edwards, I led a team at Wells Fargo Advisors dedicated to working with financial advisors to increase the efficiency 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 success in firm history.
I have been in the financial services industry since 1982 and have personal experience across multiple firms and varying market conditions. That experience, across widely varying market conditions, and ever-increasing investment choices, provides a basis for my recommendations to meet the ongoing needs of my clients.
Outside of the office, I enjoy spending time with my children here in St. Louis or visiting them in Nashville or Dallas. When time permits, I spend time at the “farm” in Lonedell, MO that I share with my siblings. It is a great place for family to gather.