About Me

As a financial advisor with more than 18 years of experience, I help clients define their goals, navigate important financial decisions, and understand the opportunities and challenges they may encounter throughout different stages of life. Working closely with each client, I develop tailored wealth management strategies that reflect their unique objectives, priorities, and circumstances. These strategies often incorporate investment planning, trust and estate planning strategies, and banking and lending services to help create a coordinated approach aligned with their long-term goals and preferences.

Since entering the financial services industry in 2008, I have been committed to helping clients address the complexities of wealth management with confidence and clarity. By taking a personalized approach and coordinating with trusted professionals, including attorneys and accountants (with my clients’ permission), I strive to provide thoughtful guidance and comprehensive strategies tailored to each client’s circumstances, priorities, and long-term objectives.

An active member of the community, I am involved with the Investments and Wealth Institute, a member of the Queen of All Saints finance committee and the Rotary Club of St. Louis. Previously, I served the community as a tutor in the St. Louis Public Schools Partnership and have also volunteered for more than 30 years with the St. Vincent De Paul Society, delivering Thanksgiving and Christmas meals to families in need. I live in St. Louis with my wife and our seven children.

Stifel does not provide legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation.