My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.


  • I am the captain of an Iowa 50's and over tennis team. We have been lucky enough to be competitive to win the Iowa championship and to be able to represent the state of Iowa at the Missouri Valley Sectional championships several times in the past 10 years.
  • My wife and I love to travel to Italy, especially Tuscany.
  • 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.

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


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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


  • CLU, Chartered Life Underwriter
  • CFP, Certified Financial Planner
  • ChFC, Chartered Financial Consultant
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  • 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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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