Managing Director – Investments and Branch Manager
CA License #0D40686
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives. My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. As we discuss these issues, we’ll work together to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
My Background
I began my financial services career in 1983 at A.G. Edwards & Sons. In 1989, I was named an assistant branch manager and was promoted to branch manager for the firm’s Clayton, MO office in 1995. In 2010, I moved to Benjamin F. Edwards to open the Clayton branch as branch manager and regional leader.
Dedicated to assisting my clients as they work toward their financial goals, I often rely on professional money managers to help meet long-term family and estate-planning needs. Previously a professional hockey player for 11 years, I played for Minnesota, Philadelphia, St. Louis and Detroit. I’m married with four adult children and ten grandchildren. I enjoy spending time with my family, traveling, fitness, food, wine and golf.
Phone 314-854-9900
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