Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Sustainable and Responsible Investing
  • Investment Management
  • Retirement Planning Strategies
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS, Electrical Engineering, The University of Iowa, Iowa City, Iowa

Interests

As a father of three boys, and one energetic pup, I enjoy spending time with my family. I serve as the Pack Master of Cub Scout Pack 54 and the Pinewood Derby Chair. I have taken on various coaching and assistant roles for the sports that the children play, my favorite being baseball.

My personal hobbies include reading, fishing, and home improvement projects.