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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life, Accident and Health

Education

  • B.S., Business Management - Simpson College, 2011

Awards & recognition

  • Franke Miller Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

Interests

I enjoy spending time with my beautiful wife and 3 children and participating in their sporting activities.

I also enjoy annual trips to Canada for walleye fishing with my friends and the Caribbean with my family.

In my free time I collect football and baseball trading cards.

I enjoy staying active and being outdoors.