My Qualifications

I'll put over 39 years of financial industry and 20 years of small business ownership experience to work for you.  Every day I work with individuals and entrepreneurs - helping families and businesses plan strategically for financial success.  Together we'll focus on growing your assets, protecting your assets, tax saving strategies, and leaving a legacy.

I earned a Bachelor of Science in Business Adinistration with emphasis areas of  Finance and Marketing from the University of MO - St. Louis; am a CERTIFIED FINANCIAL PLANNER Practitioner; a Retirement Income Certified Professional; am Life, Health and Long-Term Cared Licensed and; hold FINRA Series 6,7,63 and 65 licenses.  Additionally, I am the Board Secretary and Director of Diversity, Equity, and Inclusion of the Greater St. Louis Chapter of the Financial Planning Association and an International Best-Selling Author. 

I am dedicated to developing lasting relationships with my clients while helping assess their financial goals and manage their finances.

One of the benefits of working with me is my commitment to education and providing clear, easily understood explanations of financial products and services.  The personalized program we develop together can help you work toward a more secure financial future.

Ready to focus on your financial goals?  I can help.  Your goals - my focus.. Let's put the strategies together to work for you.