Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. In 2000, I began my Edward Jones career as a financial advisor and in 2015, became a limited partner with th
e firm. As a full-service brokerage firm and private partnership, Edward Jones serves nearly 7 million investors with convenient, personalized approaches through more than 17,000 financial advisors in the United States and Canada. I earned a bachelor's degree in finance from the University of Missouri-St. Louis in 2000. In addition, I received the CFP® professional designation in 2012. The Certified Financial Planner Board of Standards, Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. I was born and raised in St. Louis. My wife, Adrianne, and I have been married since 2005. In November 2013, we welcomed our twins, Francesca and James, into our lives. Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it’s convenient for our clients because I recognize the challenging needs of their businesses and their lives. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
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