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7417 Mexico Road, Saint Peters, MO 63376

636.397.6200
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Is Your Financial GPS<br/>Pointed in the Right Direction?

Is Your Financial GPS
Pointed in the Right Direction?

My customized financial planning process aims to set you on the path toward your goals.

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Your Future, Guided by Honesty and a Holistic Approach

Your Future, Guided by Honesty and a Holistic Approach

I’m a St. Louis-based financial advisor helping you align your finances with your goals. By reviewing your spending, saving, and investments, I make sure every part of your financial life works together — your GPS pointing you in the right direction.

I’m committed to honest advice, clear communication, and proactive service, drawing on the expertise and tools of Cornerstone Wealth Management and LPL Financial to guide you confidently toward your future.

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Who I Serve

Wherever you are on your financial journey, I’ll help you find the best route forward. Let’s map your path together.

Retirees &#38; Pre-Retirees

Retirees & Pre-Retirees

Helping you plan and enjoy a confident retirement.

Small Business Owners

Small Business Owners

Guiding you in managing business and personal finances.

Working Professionals

Working Professionals

Supporting wealth growth and future financial goals.

High Net Worth

High Net Worth

Guiding you in aligning your wealth with the lifestyle you want to live.

What I Do

Many advisors focus on investment management. My Financial GPS process goes further — combining your goals, values, and life priorities into a comprehensive wealth plan that helps you navigate every stage with confidence.

Retirement

Using my Financial GPS process, we’ll chart a clear course toward the retirement you envision, helping you save wisely, plan confidently, and enjoy the life you’ve worked for.

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Wealth Management

I combine comprehensive financial planning with disciplined investment management to help grow and preserve your wealth — always guided by your goals and values.

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Tax Planning

As part of my Financial GPS process, we’ll identify opportunities to reduce taxes and keep more of what you earn, ensuring every financial decision supports your broader goals.

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Estate Strategy

Together, we’ll design an estate plan that reflects your wishes and safeguards what matters most, giving you confidence and clarity about the future.

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Your Personalized Financial GPS

Since 2004, I’ve helped clients navigate their financial journey through my in-depth planning process: your Financial GPS. This collaborative approach aligns your financial resources with your goals, helping you build a roadmap not just for retirement, but for everything you want your wealth to accomplish.

STEP

1

Let's Talk About Risk

I focus on managing risk while still helping you reach your goals. Instead of asking how much risk you can take, I ask how much risk you should take — align your comfort level with purposeful goal focused investing.

STEP

2

Giving Personalized Guidance

As an independent advisor, I offer personalized advice and a wide range of investment options—free from proprietary product restrictions. I build custom portfolios with careful attention to allocation, taxes, and cost.

STEP

3

Managing Detours

Life changes, like a new job, health issues, or marriage, can shift your financial path. I regularly review your Financial GPS and adjust your plan as needed to keep you on track toward your goals.

Schedule A Consultation

Ready to take the next step? Let’s schedule a consultation and start mapping your financial journey.

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Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 Five Star Wealth Managers.