Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7
  • Series 66
  • Series 63
  • Life, Accident and Health

Education

  • Kirkwood Community College 1987-1990 AA degree
  • University of Northern Iowa 1990-1992 BA General Studies

Previous experience

  • Edward Jones, 2006-2008

Interests

My free time is spent with my wife Denise and our three children. We enjoy many outdoor activities including fishing, playing baseball, camping and golf. My other hobbies include pheasant and deer hunting in the fall and winter months.