About My Practice
OPTIMUM Wealth Management was founded in 2008 to better serve families in a comprehensive and unbiased manner. Charles Schwab acts as custodian for client assets.
Our advisors serve a small group of families and provide comprehensive planning and investment advice.
If you have questions about any of the items listed below, OPTIMUM Wealth Management is the firm for you and your family:
* Comprehensive Financial Planning
* Investment management and review
* 401(k) advice
* 529 planning
* Retirement Planning
* Estate Planning - Wills and Revocable Living Trusts
* Life Insurance
* Long-term care Insurance
* Disability Insurance
* When to start taking Social Security benefits
* Family Budgeting
* Small Business consulting
Experience
Education:
Texas A&M University: BS Education 1980
Washington University in St. Louis: MBA 1983
Experience:
OPTIMUM Wealth Management (St. Louis, MO) 2008-Present:
Founder and Managing Principal
Merrill Lynch (St. Louis, MO) 2002-2008
Wealth Management Advisor
Smith Barney (St. Louis, MO) 1996-2002
Financial Advisor
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CSA® - Certified Senior Advisor
Broker-Dealer Affiliation
None/NA
Considerations: Fee only for investment advice. Commissions are paid on Insurance products
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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