Ready to discuss your financial future?
One North Brentwood Boulevard
Saint Louis, MO 63105
Toll Free: 877-671-4777
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and your plans for the future. Are you caring for a family? Do you have school-age children with college on the horizon? What are your plans for retirement? How does your current investment portfolio look? Is it performing to your expectations?
As we discuss these issues, we’ll work together to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
My Professional Background
I began my financial services career in 1994 with A.G. Edwards and joined Benjamin F. Edwards & Co. in 2011.
Before entering the securities industry, I gained years of management and business experience, with executive leadership positions at multiple manufacturing firms. These included integral involvement in international business transactions, as a member of the executive committee for the employee retirement plan, and an initial public stock offering. As a graduate of the U.S. Naval Academy, I made extensive overseas deployments on destroyers and was a leadership instructor while a member of the Academy’s faculty.
I am committed to working with experienced investors and applying my global business experience and education to find investments and successful strategies to help them to attain their long-term objectives.
In my spare time, my wife, Nancy, and I enjoy reading, socializing with friends and spending time with our daughters, grandchildren and the rest of our family. In addition, I am Past-President of and still active in the U.S. Naval Academy Alumni Association – St. Louis Chapter.
Education and Credentials
- United States Naval Academy (Annapolis, Md.) – Bachelor of Science, Physics
- Southern Illinois University (Edwardsville, Il.) – MBA, with honors (Beta Gamma Sigma)