I am a partner with Pines Wealth Management, LLC. My primary passion in owning my own financial-planning firm, is to create, develop and maintain long-term personal relationships with my clients. Through the lens of experience in my over 27 years of advising and helping clients, I’ve discovered that in order to establish the appropriate strategies for each client, every detail matters. Through our unique financial-planning discovery process, we listen, and develop the necessary strategies to help you. What I do is highly personalized for each and every client in the areas of Investments, Insurance, Retirement, and Estate Planning.
I have a bachelor’s degree from Eastern Illinois University, and have also completed the CFP® Professional Education Program. I have achieved the CERTIFIED FINANCIAL PLANNER™ certification. Additionally, I have a Certified Funds Specialist degree from the Institute of Business and Finance. I make it an annual goal to keep improving my financial-planning knowledge through academia, and to stay current with technical advances in my industry.
My wife, Kerry and I were married in 1994. We have 3 children that we enjoy spending time with. Outside of my business I enjoy, running, reading, golfing, traveling and cycling. In addition, I enjoy volunteering my time with the Knights of Columbus, and the St. Louis Youth Soccer community, by helping players reach their full potential through training and coaching.