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.

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Interests

  • 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

  • Former President, Exceptional Persons Foundation
  • Active Member, Nazareth Lutheran Church
  • Board Member, Western Home Services, Inc.
  • Member, Iowa District Tennis Committee
  • President's Club Member, University of Northern Iowa
  • Member at Large, Financial Planners Assoc. of Eastern Iowa
  • Board Member, Exceptional Persons Foundation
  • Vice Chairman, Advisory Board, Gallagher-Bluedorn Performing

Areas of Focus

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

Experience

43

Awards & Recognition

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

Qualifications

  • CLU, Chartered Life Underwriter
  • CFP, Certified Financial Planner
  • ChFC, Chartered Financial Consultant
  • MDRT, Million Dollar Round Table
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Education

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

Files for Download

My Videos

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My Photos Show Thumbnails

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.