CA License #0L44666
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Because financial situations can be complex, we can work with your attorney, accountant or other professionals to assist you in the pursuit of your goals. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Clayton, MO, office. I began my financial services career in 1981, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my wife, Lisa, and our four children—Elizabeth, Chris, Caroline, and John. I also like to play golf, tennis, racquetball as well as snow and water ski. In addition, I love to travel, and I’m an avid St. Louis Cardinals baseball fan.
Areas of Concentration
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Fixed Income Strategies
- Investment Strategies
- Life Insurance Planning
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
My Community Activities
- Catholic Charities, Volunteer
- Society of St. Vincent de Paul, Volunteer
- Mary’s Foundation, Volunteer