12945 Olive Blvd.
St. Louis, MO 63141
Hours of OperationMonday through Friday 8:00am -5:00pm
Saturdays/Sundays (By Appointment Only)
One of my deepest passions in life is to help individuals and their families not only meet but exceed their financial goals. To that end, I joined Edward Jones in 2016 after an extensive career in Corporate Finance.
I have worked in the financial services industry for over 20 years, holding numerous roles in both corporate and consumer finance. Most recently, I was the Finance Director at a large, regional bank based in Cleveland, OH. There, I oversaw a department responsible for managing over $1.3B worth of core expense for the company and close to $1B worth of assets.
Today, I service 100+ clients and manage over $60MM in assets. My goal is simply to understand what's most important to you. Together, we will use an established process to build a personalized strategy to help foster goal achievement. Then, I will partner with you, your family and your business for the rest of your lives to help keep you on track.