Professional
I am dedicated to building lifetime relationships with private investors, business owners, and business executives. These relationships are rooted in providing value to clients by helping identify needs and solutions aimed at achieving financial goals. I also believe in helping clients identify and secure their desired life outcomes by regularly assessing their progress towards their desires and dreams.
I received my Bachelor of Science in Accounting and Investments from Lindenwood University in 1986 at the age of 20. I went on to receive my Master of Business Administration in Finance from Saint Louis University in 1990. I worked in the investment industry for 10 years before joining Northwestern Mutual in 1998.
Education
Master of Business Administration in Finance from Saint Louis University
Bachelor of Science in Accounting and Investments from Lindenwood University
Awards and Recognition
National Quality Award, 2010-2017
Million Dollar Round Table, Qualifying Member, 2009-2018
National Sales Achievement Award, 2009-2018
Associations and Memberships
Webster Groves/Shrewsbury Area Chamber of Commerce
National Association of Insurance and Financial Advisors (NAIFA)
Representing Northwestern Mutual Since 1998