$5+ trillion
In invested assets globally
As of 11/07/2023
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Vice President–Wealth Management
Financial Advisor
I have sixteen years of financial advisory experience and received my Bachelor's Degree from the University of North Dakota as well as DePaul University and the University of North Dakota for Graduate School. I am an active member of my church and am involved in the community through my work with United Way, Harvesters, City Union Mission, and the Diversity Council. I reside in Parkville, Missouri with my wife Maggie daughters Elizabeth. Olivia, and Caroline.
Education
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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