Interests
My wife, three daughters, and I have a tight-knit relationship with our extended family and friends, often hanging out with our parents, siblings, and nieces and nephews. This connection really reinforces my family values. I also love spending time outdoors hunting and fishing. Cooking is also a passion of mine, as it brings everyone together around the table. I enjoy tackling home remodeling and landscaping projects, too. Plus, I’m a big sports fan and cheer for the Cardinals, Blues, and Mizzou teams. These interests not only reflect who I am but also help me connect with clients on a personal level.
Areas of Focus
- Financial Planning: Creating a plan to help clients achieve their financial goals.
- Retirement Planning: Developing strategies for clients to retire while meeting their objectives.
- Post-Retirement Wealth Management: Working with clients to balance their lifestyle with long-term goals.
- Investments: Collaborating to identify risk profiles and recommend suitable securities.
- Insurance: Offering reasonable options to protect clients against loss based on their priorities.
Education
- Missouri State University - Bachelor of Science, Business Administration
- Lindenwood University - Masters of Business Administration, Management