As a Private Wealth Advisor Managing Director, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 1996. I help clients succeed by growing, protecting, and preserving their wealth. Customized lending solutions, multi-generational trust administration, and portfolio management are synchronized by tailored financial plan that charts a course to meet their goals. As asset values fluctuate, and tax and legal landscapes change, we make tactical course-corrections to ensure our client's objectives are met.
I live in St. Louis, and serve clients in the St. Louis metropolitan area, New England, West Coast and South Florida. I enjoy spending time with my wife, Shannon, and our two daughters, as well as serving on a variety of local non-profit organizations in the St. Louis community. I also like traveling, all outdoor activities, and flatwater kayaking.
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.