As a Private Wealth Advisor, 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 1987. I help clients succeed by committing the full private wealth team resources to develop a comprehensive financial plan that includes a sharp focus across the disciplines of wealth management. I have always worked in roles that serve private wealth individuals, families, business owners and non-profit organizations, I am always learning how to grow my skills and serve these relationships.
I live in St. Louis, and serve clients in the St. louis metropolitan area. I enjoy learning about my new community, as my husband I recently relocated to St. Louis after raising our family in the North Shore suburbs of Chicago, Illinois. When not working, I enjoy cooking and entertaining with my husband Eric, spending time with our three adult children and son-in-law, and walking our two dogs. I was active in several local non-profits on the North Shore that focused on individuals with developmental disabilities, performing arts and education and I am looking forward to similarly serving the community as I get settled in St. Louis.
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.