1 Mid Rivers Mall Dr Ste 150
Saint Peters, MO 63376
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My experience in the financial services industry began in 2000, and it is my pleasure to serve the financial needs of people in the Greater St. Louis and St. Charles areas of Missouri. I hold a Bachelor of Science degree in nautical science, with a minor in management from the U.S. Merchant Marine Academy in Kings Point, New York. I am also fluent in French. Arkansas Insurance Producer License Number 227803.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy scuba diving.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.