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 1999. I help clients succeed by treating them like a member of my own family. I enjoy getting to know them, their situation, and what matters most. From there, I engage the right team members to provide resources and solve problems as we deliver an exceptional experience.
I live in Saint Louis, and serve clients in St. Louis. I enjoy serving my community in various capacities. Join me on LinkedIn to view a summary of my volunteer interests, including Rotary, the arts and other non-profits. Outside of work, I am happily married over 20 years to my wife, Kelly, and we have four children ages 8-18.
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.