Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Education

  • • U.S. Army War College, M.S.S., 2002, Strategic Studies
  • •St. Ambrose University, M.B. A., 1987, Business
  • • University of Iowa, B.B.A., 1976 Business Administration

Community participation

  • Rotary Club of Fort Madison, President 2003-2004
  • Iowa Employer Support of the Guard and Reserve, Area VII Chairperson
  • Mississippi River Parkway Commission Commissioner
  • Fort Madison Area Convention and Visitors Bureau President, 2003-2004
  • Fort Madison Chamber of Commerce, Member
  • Old Fort Commission
  • Fort Madison Christian Church, Chairman of the Congregation

Interests

· Spending time with family and friends.

· Pursuing spiritual growth.

· Helping people achieve Financial Independence.

· Assisting and spending time with military personnel.

· Volunteering in my community.

· Developing historical knowledge.

· Travel.

My photos

1 albums
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