I am a process-driven financial advisor committed to providing timely advice and excellent customer service. Understanding our clients’ goals and objectives is paramount in what we do. Our personalized process will help to identify long-term goals while understanding a family’s short-term needs and concerns. After a discussion about how we work together, we will have a number of conversations about what is important to you. Only after we fully understand those things, are we able to develop a financial strategy, asset allocation and investment strategy.
On a more personal note, I am married to my best friend, Samantha. Sam and I live in Alton where we both grew up and where we can be close to family. Together, we enjoy going out for great meals and experiencing different cities and travel destinations. I am an avid reader, hockey player/coach, and golfer.
Before working as a financial advisor, I earned a degree in economics from the University of Illinois in Champaign. I hold the AAMS® designation and continue to work on my investment and financial planning knowledge daily.