Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®


  • B.A., 2002, Finance, University of Northern Iowa, Cedar Falls, IA


  • Enjoy out door activities such as fishing, hunting, bike riding, and snowmobiling
  • Quality time spent with family is important
  • Support local theater events

Community participation

  • Cresco Wildlife Club, member, Cresco IA
  • Treasurer of the local CCT, Cresco IA
  • Notre Dame Catholic School Board Member, Cresco, IA
  • RHSHC Foundation Board Member, Cresco, IA
  • Kessel Kids Board Member, Cresco, IA