Premier Wealth Advisory Services mission is to inspire our clients to achieve their goals through education, communication and service, which exceeds their expectations. We have over 25 years of experience providing sound financial advice for both individuals and businesses.
At Premier Wealth Advisory Services, we stay true to our core values, mission and vision so you can benefit from our loyal commitment to execute on your needs. Our core values are Professional Knowledge, Integrity, Personalized Service and Teamwork.
Located in Chesterfield, MO, Premier Wealth Advisory Services was established with a vision of building deep and genuine client relationships and a drive to deliver extraordinary service. We understand that your goals and objectives are completely unique, and were passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized wealth management service with you.
|Firm Start Year:||1998|
|Name of Custodial Firm:||Fidelity Clearing & Custody Solutions|
|States Licensed in:||MO,TX|
|Number of Years with Current Firm:||21|
|I work with the following types of clients:||Individual Investors, Businesses|
|Investment Types:||Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||At your office, Via phone, At my office, At your home, Video Conference, Via email|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Hourly, Based on Assets|
|Bachelor of Arts - Physics||
Hastings College - Hastings, NE
Premier Wealth Advisory Services, Inc. (PWAS) is a registered investment adviser offering advisory services in the States of Missouri and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PWAS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
Welcome! I'm originally from Nebraska where I graduated from Hastings College with a degree in Physics and then moved to St. Louis in 1985 to attend Washington University. Shortly after that, I navigated my way to becoming a financial advisor. Initially I worked for large wealth management firms, but found that they spent more time talking about how to make the firm more money than how to make the clients more money. At that point, I decided to make a change and started my own firm. In 1999, I launched Premier Wealth Advisory Services to help our clients invest smarter, reduce taxes, and retire on their terms.
When I'm not at the office, you will find me spending time with my beautiful wife and two great children, family, friends, or watching every Husker football game with my dad. I love hiking in Colorado, playing tennis, walking and brewing beer with my son.
|Mon.||7:30 AM - 4:00 PM|
|Tue.||7:30 AM - 4:00 PM|
|Wed.||7:30 AM - 4:00 PM|
|Thu.||7:30 AM - 4:00 PM|
|Fri.||7:30 AM - 4:00 PM|