My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

I enjoy spending time with my children, Brianne and Jonathan and my wife, Lorna. We enjoy traveling, including an annual trip to a Christian dude ranch in Gunnison, CO. My hobbies include hunting, fishing and spending time at my cabin in NE Iowa.

Community Participation

Sartori Hospital Foundation Board Member

Past Member of Foundation Board for YWCA

Past Chairman of Board for Finchford Community Bible Church

Experience

? 29 ? 91 View scores
 
 
 

Areas of Focus

  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2001-2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • RICP®Retirement Income Certified Professional
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My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(2 videos) X