Putting
people first.
Get to know our leadership team
Leadership at the Chesterfield Valley office is dedicated to doing good for our clients, employees and community.
We specialize in comprehensive planning with a focus on retirement, distribution strategies, and legacy planning. Once we define where you are and where you want to be in the future, our professional advisors will help you implement solutions to meet your financial objectives.
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
I grew up in St Louis, Missouri am married with 2 sons Connor (5) and Will (3). My husband and I are both financial advisors at Northwestern where we met. I specialize in comprehensive financial planning for physicians, pharmacists, health care professionals, engineers and young families. I work with my clients...
I grew up in St Louis, Missouri am married with 2 sons Connor (5) and Will (3). My husband and I are both financial advisors at Northwestern where we met. I specialize in comprehensive financial planning for physicians, pharmacists, health care professionals, engineers and young families. I work with my clients to create a long-term financial game plan that helps to manage wealth & mitigate risk.