Assistant Vice President
Financial Advisor, LPL
"I partner with individuals and families to plan for and help achieve their financial goals."
Your financial situation and goals are unique to you. That is why I design individualized plans for my clients to suit their varying needs. A financial plan serves as a map to working towards your financial goals. As time passes, goals and financial situations can change dramatically. I will periodically meet with you to discuss any changes that may have occurred and make sure your plan is still appropriate, recommending adjustments if necessary. With more than 15 years of experience in financial planning, I am dedicated to helping people pursue financial independence. As a Certified Financial Planner™ professional, I place my clients' interests ahead of my own. Your success is my success!
I grew up in St. James, Missouri, the oldest of four children. I moved to Columbia and began my career at Central Bank of Boone County in 2003, marrying my wife Tamra later that year. Shortly thereafter, I earned a business degree from Columbia College with dual emphases in accounting and finance and joined the Central Investment Advisors family in 2005. My wife and I have three boys that keep us on our toes. We enjoy taking them out to many of the parks in town or just playing with them at home. When we find time, we like to visit new places or take in a baseball game. I also play volleyball and volunteer through the Columbia Kiwanis Club.