About Me

I began my investment career in 2019 and joined Stifel in 2020. Before that, I worked as a Retail Trade Specialist at TD Ameritrade, where I developed a deep understanding of investment strategies and client service. Today, I take a holistic approach to wealth management, guiding clients through retirement planning, investment strategy development, and tax and estate planning considerations. I believe that a key element to true financial success comes from creating personalized plans that align with my clients’ unique needs and long-term goals.

Originally from the St. Louis area, I carry with me the Midwestern values of hard work, integrity, and a strong sense of community – principles that have been central to my career and my relationships with clients. I am passionate about helping clients pursue their financial aspirations by offering strategic, customized strategies and providing the guidance they need to make informed decisions.

I hold a B.S. in Business Economics and Finance from Southern Illinois University Edwardsville, along with Series 4, 7, 63, and 66 securities licenses, and life and health insurance licenses.

Outside of work, I’m an active member of the Carlsbad chamber of commerce and actively support several nonprofits in the area. My wife and I enjoy hiking, camping, traveling, and engaging in community service together, reflecting our commitment to both personal growth and giving back.

^{Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.}