ABOUT ME

 

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 2007. I help clients succeed by understanding their goals and developing a financial plan that meets their goals and passions.

I live in Springfield, and serve clients in Springfield and the surrounding communities, as well as southwest Arkansas. I enjoy spending time with friends, family and my two sons. I stay active by participating in outdoor activities which includes walking, hiking, kayaking and traveling.

My areas of focus: Business owners, Executives, Next generation

Education

  • Missouri State University: Bachelor of Science
MY OFFICE

 

1615 S Glenstone Ave
Springfield, MO 65804

advisor address map to1615 S Glenstone Ave
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About Private Wealth Management

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.