As a CERTIFIED FINANCIAL PLANNER® (CFP), Garrett serves as a primary point of contact for his clients to coordinate their daily financial affairs. Garrett is a strategic advisor, helping clients align their decisions with long-term goals and broader life plans while also shaping key initiatives beyond day-to-day execution.

Garrett works with Family Office and Family CFO clients, leading them through complex investment and estate planning decisions as well as navigating tax planning for both closely held private companies and corporate executives. He tackles multi-generational planning and is available for his clients during every step.

Garrett earned both his Bachelor of Arts in Personal Financial Planning and a Master of Business Administration with a concentration in Finance from Lindenwood University where Garrett attended on a full athletic scholarship, playing as a starting forward on the men’s basketball team. As a local St. Louis high-school basketball standout, he earned First Team All-State, St. Louis All-Metro Team, and his most proud accomplishment, the First Team All-State Academic Squad.

Garrett stays active in the Young Professionals Board for Hope Ignites St. Louis. He enjoys spending time with his family and friends, trying to improve his golf game and attending sporting events of all kinds. He and his wife, Erica, live in Sunset Hills and are parents to daughters, Adalyn and Avery. In addition, they take devoted care of their mischievous fur-baby, Bentley.

EDUCATION

• B.A., Personal Financial Planning, Lindenwood University
• M.B.A., Concentration in Finance, Lindenwood University

PROFESSIONAL DEVELOPMENT

• CERTIFIED FINANCIAL PLANNER® (CFP)

COMMUNITY INVOLVEMENT

• Young Professionals Board for Hope Ignites St. Louis.
• Oakbridge Community Church, Member of multiple committees and community outreach programs

NEWS & PUBLICATIONS

• Investment News – A Taxing Situation