My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Community Participation

Rotary Club of Iowa City, Past President

6
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments

Education

  • B.S.S. Economics & Business, Cornell College, Mt Vernon, IA
  • M.B.A. Drake University, Des Moines, IA

Previous Experience

  • Banking - Commercial Lending & Bank Management, 1990-2013

My Videos(2 videos)