Specialties
About Me
I'm a CERTIFIED FINANCIAL PLANNER™ professional based in St.
Louis and a co-founder of Navigator Financial Group, where our team focuses on special needs financial planning for families in St Louis and across the country. Every day, I get to work with an extraordinary group of clients — many of whom are parents, caregivers, and advocates navigating the same road my own family walks. My passion for serving special needs families and the organizations that support them is deeply personal. My wife Katrina and our two boys are my world. I definitely married up — she's an amazing woman, a terrific mom, and a wonderful pastor. Our sons are loving, kind, curious, and joyful, and they both have significant special needs. Being their dad has given me a front-row seat to the incredible highs — and the very real lows — that so many special needs families experience. It's the honor of my life, and it's the reason I do what I do. Beyond client work, I speak and teach nationally on special needs planning and mentor fellow advisors who want to serve this community well. It's a privilege to help raise the bar for how families like ours are supported — wherever they live and whoever they work with. When life slows down enough for hobbies, you'll find me catching live music with Katrina, cheering on the Cardinals, Blues, and City SC, reading, or playing guitar.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
BFA, ChSNC, RICP, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Couplr.AI is a promoter who provides an advisor-client matching platform that connects consumers to insurance and/or wealth management professionals (“Financial Professionals”). Based on consumer responses to a series of questions through the American College of Financial Services (“American College”) site, Couplr.AI will introduce you to Financial Professionals who match your criteria. Each Financial Professional receives consumer referrals from interested consumers whose criteria match the Financial Professional. Financial Professionals pay a monthly $99 subscription fee to Couplr.AI to participate in its advisor-client matching platform. This creates a financial incentive and a conflict of interest. The fee paid by the Financial Professional to Couplr.AI is paid irrespective of whether you become a client of the Financial Professional. Neither American College, Couplr.AI nor the advisor-client matching platform are affiliated with or endorsed by Thrivent Financial for Lutherans and its affiliates. Views are theirs and not necessarily those of Thrivent or its affiliates. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.