When I launched Mindful Wealth in July of 2016, my plan was to create an environment where I could foster genuine relationships with my clients.
I've seen firsthand how getting truly familiar with you and your goals makes it more likely that you achieve them. And that's important to me.
This takes some special care and attention to my financial planning approach. Everything is designed with the person in mind who needs help bringing it all together into one plan. We’ll look beyond investments to consider financial planning, insurance, taxes, and estate planning, too.
Many clients call the greater Saint Louis area home, but our extended Mindful Wealth family reaches across the U.S. So, we'll be glad to welcome you aboard no matter where home is for you.