I graduated from Maryville College in 1978, and earned my Chartered Life Underwriter (“CLU”) and Chartered Financial Consultant (“ChFC”) degrees from The American College of Bryn Mawr Pennsylvania in 1983. I obtained the Accredited Investment Fiduciary (“AIF”) designation in 2013, which required extensive coursework in implementing prudent processes regarding investment practices including their Code of Ethics & Conduct Standards. I am married with 3 children, and live in Clarkson Valley Missouri. My personal interests include philanthropy for children, golf, hiking, skiing, and reading.
In addition to holding life, health, & P&C insurance licenses’, I also have the following securities licenses’; Series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87. I was admitted to the Palladin Registry of Advisors in 2006, and was chosen by my clients and St. Louis magazine in 2008 through 2023 as a FIVE STAR WEALTH MANAGER* in the category of “Best in Client Satisfaction Wealth Managers”.
*Five Star Professional uses a geographic, pre-qualification nomination method to identify eligible advisors. Peers are asked to nominate wealth managers they know who have an established practice, good client relationships and a strong reputation. To ensure award candidates are in good standing, reviews of licensure and disciplinary history are conducted. Go to www.fivestarprofessional.com for complete details on the evaluation process for the Five Star Wealth Advisor nominees.