Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
12
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
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Saving for Education

Education

  • Bachelor of Liberal Arts, Minor in Business Adminstration University of Iowa - Iowa City, Iowa

Previous experience

  • Account Executive, Fidlar Printing Company - Davenport IA, 2009-2012
  • Account Manager, The Johnson Group - Rockford, IL, 2000-2009

Community participation

  • Quad Cities Chamber of Commerce, Member
  • Volunteer at Riverbend Food Bank
  • Volunteer at Habitat ReStore

Interests

  • Spending time with my wife Tracy and son, Michael and daughter, Ellie.
  • Cooking, golf and other outdoor activities
  • University of Iowa, Hawkeye sports

My photos

3 albums
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