General Info

My mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. I understand todayâ??s financial environment. I understand that individuals face unique challenges as they prepare for retirement. And I can help take the mystery out of preparing for today and tomorrow. See Our other locations: Troy Office 250 East Wood Street Troy, MO 63379 Phone: 636-462-2170 Mon-Sun: 8:00 AM - 5:00 PM