As an independent financial advisor at Cornerstone Wealth Services, I am committed to helping you pursue financial confidence through personalized and comprehensive wealth strategies. As a Certified Financial Planner™ (CFP®), I am held to a fiduciary standard in advisory relationships, meaning I am obligated to put your interests first when providing financial advice. This fiduciary duty ensures that my recommendations are solely focused on what’s best for you.
I work closely with you, your CPA, your attorney, and other professionals to develop holistic financial plans that address every aspect of your financial life.
I began my financial career in 2002 as a financial advisor at Edward Jones in St. Louis, MO. After gaining experience in wealth management with Enterprise Bank and Trust, I returned to Edward Jones in 2012 before transitioning to Cornerstone Wealth Services. I hold a bachelor's degree in business administration from the University of Missouri - Columbia and earned the professional designation CFP® in 2008.
Originally from St. Louis, MO, my wife Stacey and I are proud parents of our three boys: twin sons Jack and Michael, and our youngest, Charles.
I am excited about the opportunity to work with you, build a lasting relationship, and help you navigate your financial journey. Whether you’re just starting out or a seasoned investor, I’m here to support you every step of the way.