I am a partner with Pines Wealth Management, LLC. I understand the variety of concerns my clients have about themselves, their families or the businesses they run. My passion is to create a unique experience for each and every client, by developing and building on a deeply personal relationship to discover what’s important to them. To help them create and implement a plan to help them today, as well as in the future. Each client relationship is built on the foundation of mutual respect, knowledge and trust.
I have achieved the following designations that enhance my knowledge in investments and financial planning: CFP®, Chartered Life Underwriter and Chartered Financial Consultant. I graduated from Michigan State University earning a bachelor's degree in communications in 1974. As part of my ongoing commitment to my clients and my profession, I belong to The Society of Financial Professionals and I’m also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Outside of the office, I stay active in my community, I’ve been involved with several non-profit organizations, a leader in the Boy Scouts of America and I’m a proud father to two Eagle Scouts, and as an elder in my church. In my leisure time, I enjoy snow skiing, biking and family activities. My wife, Debbie and I reside in Chesterfield, MO.