As Operations Supervisor at Blattel & Associates, I am responsible for business operations in all areas, including firm accounting, building and office management, creating and updating processes and procedures, client transactions, paperwork, and account services. I am motivated by helping clients with their financial needs and making sure that the firm’s operations run smoothly. I strive to provide our clients with careful attention to detail, acute accuracy in providing information, and solving problems that may seem difficult at first glance.
I have worked in the financial services industry for over 6 years. I served in the Army Reserve for 18 years, ending in 2017, and I completed combat tours in Iraq and Afghanistan. I graduated from the University of Missouri at St. Louis with a bachelor’s degree in May 2015, and in March of this year, I obtained the Financial Paraplanner Qualified Professional℠ (FPQP®) designation. I strive each day to provide clients with exceptional service and support the firm with integrity and commitment.
I currently live in St. Peters, Missouri with my wife, Stephanie, and our son, Christopher, as well as my two stepsons, Landon and Tyler. In my free time, I fuel my passion for hockey by following the NHL fairly closely, especially my favorite team, the St. Louis Blues. I also play in-line hockey a few times a week as a goalie.