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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Insurance

Education

  • B.S., Computer Science, Business minor, University of Iowa, 1985

Previous experience

  • Senior Systems Analyst, Principal Financial Group, Des Moines, IA, 1985-2001

Interests

  • I am a University of Iowa graduate, and a fan of the Hawkeyes!
  • I enjoy traveling with my family.
  • Glad to have lived long enough to see the Cubs win the World Series!

My photos

1 albums
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