I graduated from the University of Missouri - Columbia with a bachelor's degree in English Literature. Soon thereafter, I left law school and began to pursue my true passion: financial markets. In 1999 I began my most profound period of accomplishments with another investment firm. Starting in a service and operations role, I rose to the level of Director of Practice Development and was the key contact for over 100 firms in 43 states. In this role, I was a primary player in building a $4 billion group of advisors.

I am a member of the 2008-2010 BAM Advisor Services Advisor Council.

I am a member of the Saint Louis Club and helped create the "Junior Member Program" - featuring business leaders who present ideas and experiences worth sharing. Past speakers include Maxine Clark, Doug Yaeger, Steve Schankman and William "Bucky" Bush.

As a person thriving in remission from cancer, I am a proud member of the Leukemia Lymphoma Society's First Connection and Ambassador Programs.

I am trusted by the St. Louis media and have been interviewed regularly by the region's most popular television stations. My segments focus, as our firm does, on making sense of financial markets and simplifying complex investment concepts.

Commitment to Lifelong Learning

Six time participant in Washington University's Olin Partner Series
Attendee at the DFA Advanced Investment Symposium
Member of the BAM Advanced Advisor Forum
Attendee and presenter at the BAM Annual Conference