Your wealth represents more than financial success. It reflects hard work, discipline, smart decisions, and meaningful work. It supports your family, fuels your business, and shapes the legacy you will leave behind. I work with affluent individuals, families, and business owners to bring clarity and coordination to their financial lives. Together, we define what success means to you — whether that
’s multigenerational wealth, a business transition, charitable impact, or financial independence. I then collaborate with a team of trusted professionals to design tailored strategies that help organize, grow, protect, and efficiently transfer your wealth. My grandfather served as president of Crestwood Bank in St. Louis, where my father began as a teller. In 1987, my father opened the first Edward Jones branch in Chesterfield, Missouri, building his practice on relationships and long-term service. As a second-generation Edward Jones advisor, I’m proud to continue that commitment — serving clients with the same long-view mindset and dedication. Before becoming an advisor, I was a high school teacher, university professor, and learning consultant. I earned a PhD in Educational Studies from Saint Louis University, and that background shapes how I serve today. Complex planning — from concentrated positions and tax-efficient strategies to succession and estate planning — should be understandable and coordinated. My role is to bring structure, clarity, and confidence to important financial decisions. As a husband and father of four, I understand the responsibility that comes with building and stewarding wealth. My clients are often balancing business leadership, family priorities, philanthropy, and long-term planning. I help ensure their financial strategy supports all of it. Our process: We begin with listening. I take time to understand your goals, your business, and the legacy you want to create. From there, we build a comprehensive, coordinated strategy and adjust it over time as your life and business evolve. Our approach: Education and partnership are central to my practice. I believe informed clients make better decisions. My commitment is to provide proactive guidance, thoughtful counsel, and long-term accountability. If you're exploring whether we might be the right fit, I'd welcome a conversation. Reach out by phone, email, or direct message me.
