My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Saving for Education

Education

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

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

Interests

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