As a Senior Financial Consultant with Vantage Investment Services Group, I specialize in guiding clients towards their financial aspirations, believing firmly in the transformative power of financial planning for everyone. Above all, I prioritize my clients’ best interests in every aspect of my work.
With over 25 years’ experience in the financial industry, including 16 years of dedicated service with Vantage Investment Services Group, I have become a valued advisor to numerous clients. Throughout my career, I have helped others navigate the ups and downs of financial markets and economic cycles. Prior to joining Vantage Investment Services Group, I honed my expertise at State Street Bank and Putnam Investments before moving to the St. Louis area in 2002, where I have adopted the Cardinals and the Blues as my surrogate sports teams.
Recently, I earned my master’s degree in Personal Financial Planning from the University of Missouri, strengthening my dedication to staying at the forefront of industry knowledge. Additionally, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation to solidify my commitment to providing top-tier financial advice. I also hold the FINRA series 6, 63, 66, and 7 securities registrations through LPL Financial.