Personally, I have been married for over 42 years. We have three children, two of them
happily married, and two “twin” grandsons.
Educationally, I have a BSBA in Finance from The University of Missouri in Columbia and a
MBA from St Louis University.
Professionally, I have been in the financial industry since 1981. I have spent the last 35+
years as a financial advisor, with the last 17+ years as owner of a wealth management firm.
Being able to share personal and professional moments with clients brings depth of
perspective for crafting a financial path to help clients plan and navigate the retirement of
their dreams.