Advisor profile


Your partner in planning for a confident future

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through comprehensive planning and investment strategy. At Eventus Wealth Advisors, we start with your story and then have a conversation about key financial areas including covering essentials, ensuring you’re living your life to the fullest, preparing for the unexpected, and leaving a legacy.

By providing trusted guidance and identifying clear steps to take toward your goals, we help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • Bachelor's degree in Accounting, minor in Financial Management – University of Northern Iowa

Awards & recognition

  • Eventus Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Eventus Wealth Advisors, Ameriprise Client Experience Award, 2021-2024

Interests

  • Going on outdoor hikes and adventures with Jacqueline, and our dog, Chloe.
  • Spending time with friends and family back in Iowa.
  • Being out on the water for boating or fishing.
  • Cheering on my favorite sports teams.