11 92

My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

More...

Interests

I enjoy participating in and watching sports and am a big Hawkeye fan. I also enjoy spending time with my family and friends.

Community Participation

I am a member of the Sheldon Lions Club

Knights of Columbus member

Provide ongoing financial education in the community

Areas of Focus

  • Small Business
  • Investments
  • Retirement Income Strategies

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

  • Briar Cliff University, Business Administration, 1993

Files for Download

My Videos

More...