Assistant Vice President
"I help my clients secure their financial future."
I spend my day working with individuals, businesses, associations and endowments. I work with my clients to develop plans and investment strategies to fit their particular needs. My practice focuses on asset allocation and long-term planning.
I like to keep the financial planning process easy and confidential. First I will meet with you to gather data on your financial life; savings, investments, insurance, taxes, retirement, etc. After completing a review of your current financial condition, I will recommend a plan of action to help you pursue your goals. Once your plan has been implemented I will periodically invite you to meet and review performance, changing economic conditions and suggest adjustments to your plan to keep you on course toward financial independence.
A longtime resident of the California and Jefferson City area, I attended Helias High School before graduating with honors from Truman State University. My wife Bridget and I, are the proud parents of three sons, Samuel, Max and Alexander.