Broker Check
Masthead Image

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

Certifications

  • 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.

Let's Talk
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.