I graduated from Central Methodist University with a Bachelor of Science in Business, concentrating in Banking and Finance. I attended on a golf scholarship, and my love for the game continues today. Growing up, I always enjoyed math and wanted to help people while putting those skills to use. That combination naturally led me to financial services, where I now serve as Financial Services Associate.
My responsibilities center on client communication, opening investment accounts, and handling various forms based on client requests. One of my favorite aspects of each day is connecting with new people and learning their unique stories. When clients call the office, I'm typically their first point of contact, whether they need assistance with account instructions, creating new investment accounts, or processing withdrawals. What keeps me motivated is making a positive impact in our clients' lives and learning something new every day. There's genuine satisfaction when clients specifically ask to speak with me because they know I'll help them find answers.
I'm the oldest of three brothers and grew up in Versailles, Missouri, a small town where everyone knew each other. That environment helped me build strong relationships that continue to benefit me today. I still live in Versailles, which sits conveniently between several great destinations: Columbia, Lake of the Ozarks, and Sedalia are all equally accessible, giving me plenty of options for activities and adventures.
My family has a dynamic where we might butt heads one day and laugh together the next. I wouldn't trade them for anything. My mom and dad have supported me throughout my career, always cheering me on and offering valuable advice drawn from their own experiences. Their insight has proven invaluable as I navigate different situations.
Golf remains my primary hobby. Beyond that, I enjoy playing video games, hanging out with friends, watching movies, and playing with my dog, Stella. I believe helping others is one of life's greatest pleasures, which makes my role here a natural fit.