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
Associations and Memberships
Webster Groves/Shrewsbury Area Chamber of Commerce
National Association of Insurance and Financial Advisors (NAIFA)
Representing Northwestern Mutual Since 1998
Awards and Recognition
Million Dollar Round Table Qualifying Member 2009-2017
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2018-2020
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2010
Award recognizing persistency and performance
National Sales Achievement Award 2009
Award recognizing performance