Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies


  • I enjoy spending time with my wife, Shannon, and our Australian Shepherd, Archie - who definitely keeps us on our toes!
  • When Iowa weather permits, you can find me out on the golf course during my free time.
  • Aside from golfing, you can find me at my favorite vacation spot down in Destin, Florida.