Since 1984, CWA has provided dental professionals with financial education and comprehensive financial services. A trusted name in the industry, we work with thousands of dentists and dental practice owners in all 50 states. Our work began and continues to be hyper-focused on helping our clients reap the financial rewards of their work. Our founding philosophy is the belief that education is a gift, one that we've proudly shared with our clients for more than 30 years. A frequent question we get is, “What makes your firm so unique?” The answer is that we understand the business side of dentistry. We couple that with knowledge of the importance of good accounting to manage your business and proactive tax planning to minimize your federal and state tax liabilities. We understand the value of pension planning complemented by a solid investment strategy.

Personal banking, small business, commercial banking, wealth management

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.

After working for 11 years, supporting thousands of clients and attaining the rank of vice president at Fidelity Investments in Plano, TX, I felt clients should be treated in a more personalized and holistic relationship. I chose to continue growing my practice at Edward Jones based on the culture here and the ability to truly support any financial aspect over my client's lifetime.

I became a financial advisor based on the passion I have in wanting to help people while also trying to empower their financial future. I genuinely want to know what is important to you and why that is of importance before you invest your money. I believe that trust, transparency and integrity are critical pillars of relationships with my clients. To better serve my clients, I earned the CFP® certification in 2016. My clients' interests come first, and I truly take pride in seeing their success.

We are an independent, family-run, financial advisory firm that manages investment portfolios for individuals and businesses through Quantitative Market Data Analysis. Our approach is built on the foundation that data drives success in financial markets and financial planning. Our data driven approach helps us avoid the trap of emotional investing and guides us to rise above the bias in delivering results and objective advise for our clients. 

Securities and Investment Advisory Services offered through Cutter & Company, Inc
15415 Clayton Rd. | Ballwin, MO 63011 | Tel: 636 537 8770 | Toll Free: 1 800 536 8770 | Member FINRA, SIPC.