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

  • My wife and I love to go to UNI Panther football and basketball games as well as Gallagher-Bluedorn Performing Arts Center Artist Series events
  • Engagement with bibles studies associated with people at our local church
  • I enjoy giving back to the community by engagement of many leadership activities
  • My wife and I love international travel

Community Participation

  • Secretary, Exceptional Persons Foundation
  • Active Member, Nazareth Lutheran Church
  • President, Financial Planners Assoc. of Eastern Iowa
  • Treasurer, Western Home Services, Inc.
  • President, Advisory Council, Gallagher-Bluedorn Performing Arts Center
  • Member, Iowa District Tennis Committee
  • President's Club Member, University of Northern Iowa

Experience

? 45 ? 92 View scores
 
 
 

Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business

Awards & Recognition

  • Ameriprise Circle of Success, 1993 - Present
  • Ameriprise Chairman's Advisory Council, 2006 - 2008
  • Hall of Fame, 2008 - Present

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
  • CLTC  Certified Long Term Care
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Education

  • MA, Finance, University of Northern Iowa, Cedar Falls, IA
  • BA, Marketing, State College of Iowa, Cedar Falls, IA

What Differentiates Us

View our video to learn about our focus on a personalized,comprehensive financial planning approach. Through this individualized approach,we walk our clients through our unique process focusing on the 7 areas of financial planning, which helps our clients have more confidence in their financial future.

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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.

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