Mindful Wealth is founded on the belief that personal relationships matter. The majority of my time is spent ensuring that I know as much about your situation as you do (or more). If you're new to investing, it's fair to point out that much of the financial services industry focuses their attention elsewhere.
My expertise is in cleaning up, simplifying, and setting you on course. A lot of your success in investing depends on how you behave: are you skittish in bad markets? do you aggressively take on more risk than you realize? are you easily swayed from one new idea to another? I'll be a successful advisor if I help model better behavior and keep you on track in your plans for the future.
I'm blessed with 4 ladies in my life: Melissa, Maria, Celine & Baby Ruth. Melissa and I met at Saint Louis University, and up until May of 2017 we lived in St. Louis, MO. We recently moved to Du Quoin, Illinois, where Melissa grew up.
Some interesting things
We lost my mom, Mary, in the summer of '15 to breast cancer, but one important lesson she taught us before leaving was to always embrace hobbies. She had more hobbies than we could list and still enjoyed every chance she had to explore new ones. Some of my favorites are cooking, handy work, and playing the piano. To expand my experience with handy work, I organize build days for family and friends with Habitat for Humanity.
I graduated from Saint Louis University with a B.S. in Business Administration, emphasis in Entrepreneurship. During my time at SLU I was a member of the Zeta Tau chapter of Beta Theta Pi, and I'm still involved today on the board of the local Beta Theta Pi alumni club.
It's in our blood. My parents started us off with a retail embroidery shop, called Designs in Thread, next to the infamous St. Louis frozen custard place in the 80s, and that grew into a commercial enterprise over 3 decades. It's since closed, but my dad still carries on the tradition in the same industry. My two brothers have also blazed their own paths in real estate and the growing equine industry in China.