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Financial planning defined by a commitment to the highest standards of
integrity and professionalism

I utilize my 30+ years of experience to offer customized and high-touch financial advisory services rooted in the values of trust, honesty and integrity. Just as it is critical that I understand you--your financial goals, dreams and concerns--it is as important that you get to know me. 

  • Having graduated with honors from the University of Missouri, I became a CPA and began my career as an auditor and accountant with Price Waterhouse.

  • I realized early on though that my interests lay with working directly with clients to help their financial goals and dreams become a reality. 

  • I have been doing just that as an independent financial advisor for the last 20 years. 

  • I am supported by Cetera Wealth Partners. Not only does Cetera execute trades on my behalf, but they provide leading technology, research and wealth management platforms


  • As an Investment Advisor Representative, I am a Fiduciary and thus am legally bound to put my clients' best interests ahead of my own, with a duty to preserve good faith and trust.
  • Additionally, I am a Chartered Financial Consultant (ChFC), having completed a rigorous program of nine courses along with significant continuing education.

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

I can help you address your needs of today and for many years to come. I look forward to working with you.