We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Joined the firm in 2020 as a result of the acquisition of Greenway Family Office (“GFO”), where he was a Family Office Director and supported his clients in their day-to-day service needs
Served six years in the U.S. Army as an Infantryman, earning the rank of Staff Sergeant, during which he was deployed to Iraq three times, earning the Combat Infantryman Badge and Army Commendation Medal with Valor, resulting in a passion for selfless-service and strives to help other’s reach their goals
Life Outside of MAI
Donates his time to Ready Readers Finance Committee
Supports the Wounded Warrior Project and St. Jude Children’s hospital
Enjoys spending time with his wife, Kelly, and two sons, James and Emmett
University of Missouri-St. Louis, BA in Finance (Summa Cum Laude)
Missouri State University, MBA
We look forward to learning about your financial goals.